AE Wealth Management LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 31 filers reported holding AGF INVTS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$2,625,373
-15.5%
132,194
-20.2%
0.02%
-15.8%
Q2 2023$3,108,034
-23.1%
165,673
-16.3%
0.02%
-26.9%
Q1 2023$4,039,648
-15.0%
198,022
-11.6%
0.03%
-23.5%
Q4 2022$4,753,819
+20.9%
224,131
+15.9%
0.03%
+9.7%
Q3 2022$3,933,000
-2.5%
193,463
+4.5%
0.03%
-3.1%
Q2 2022$4,034,000
-23.6%
185,212
-35.7%
0.03%
-11.1%
Q1 2022$5,282,000
+710.1%
288,015
+647.5%
0.04%
+500.0%
Q2 2021$652,000
+121.0%
38,532
+123.9%
0.01%
+100.0%
Q1 2021$295,000
+5.0%
17,208
+16.8%
0.00%0.0%
Q4 2020$281,000
-14.3%
14,737
+6.0%
0.00%
-40.0%
Q3 2020$328,000
+22.4%
13,908
+26.3%
0.01%
+25.0%
Q2 2020$268,000
-46.6%
11,010
-43.7%
0.00%
-66.7%
Q1 2020$502,00019,5480.01%
Other shareholders
AGF INVTS TR shareholders Q1 2021
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 669,195$12,768,0007.16%
Adalta Capital Management LLC 123,007$2,347,0001.48%
Gladstone Institutional Advisory LLC 115,660$2,2070.44%
Truadvice, LLC 53,774$1,053,0000.32%
Tidal Investments LLC 207,855$3,965,0000.27%
Latitude Advisors, LLC 15,556$297,0000.26%
American Portfolios Advisors 177,186$3,380,6990.17%
Old Port Advisors 13,199$253,0000.11%
Kingsview Wealth Management, LLC 70,549$1,346,0000.10%
AGF Investments LLC 36,174$690,0000.08%
View complete list of AGF INVTS TR shareholders