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 | 669,195 | $12,768,000 | 7.16% |
| Adalta Capital Management LLC | 123,007 | $2,347,000 | 1.48% |
| Gladstone Institutional Advisory LLC | 115,660 | $2,207 | 0.44% |
| Truadvice, LLC | 53,774 | $1,053,000 | 0.32% |
| Tidal Investments LLC | 207,855 | $3,965,000 | 0.27% |
| Latitude Advisors, LLC | 15,556 | $297,000 | 0.26% |
| American Portfolios Advisors | 177,186 | $3,380,699 | 0.17% |
| Old Port Advisors | 13,199 | $253,000 | 0.11% |
| Kingsview Wealth Management, LLC | 70,549 | $1,346,000 | 0.10% |
| AGF Investments LLC | 36,174 | $690,000 | 0.08% |