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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $315,000 | -1.9% | 15,500 | -11.4% | 0.23% | +41.2% |
| Q1 2022 | $321,000 | -86.3% | 17,500 | -85.8% | 0.16% | -89.2% |
| Q4 2020 | $2,347,000 | -5.6% | 123,007 | +16.7% | 1.48% | -18.4% |
| Q3 2020 | $2,486,000 | +20.3% | 105,372 | +24.1% | 1.81% | +10.1% |
| Q2 2020 | $2,067,000 | +89.1% | 84,907 | +99.5% | 1.65% | +66.0% |
| Q1 2020 | $1,093,000 | – | 42,550 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 558,069 | $11,083,241 | 3.16% |
| Fortis Group Advisors, LLC | 382,984 | $7,812,872 | 2.40% |
| Ethos Financial Group, LLC | 429,110 | $8,521,569 | 2.20% |
| Astoria Portfolio Advisors LLC. | 190,563 | $4,015,164 | 1.94% |
| Delos Wealth Advisors, LLC | 71,880 | $1,351,344 | 1.64% |
| WESPAC Advisors, LLC | 100,405 | $1,994,043 | 1.49% |
| AlphaQ Advisors LLC | 79,182 | $1,572,555 | 1.36% |
| Empirical Asset Management, LLC | 69,104 | $1,372,399 | 1.20% |
| TAP Consulting, LLC | 214,513 | $4,260,229 | 1.10% |
| Beaumont Capital Management, LLC | 65,497 | $1,300,770 | 0.94% |