AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 64 filers reported holding AGF INVTS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 283,053 | $5,774,281 | 4.88% |
| TMD Wealth Management, LLC | 785,593 | $16,026,089 | 4.52% |
| Fortis Group Advisors, LLC | 452,330 | $9,476,312 | 2.86% |
| Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.69% |
| Astoria Portfolio Advisors LLC. | 276,338 | $5,692,572 | 2.40% |
| AMJ Financial Wealth Management | 167,554 | $3,418,102 | 2.20% |
| WESPAC Advisors, LLC | 104,390 | $2,129,556 | 2.00% |
| AlphaQ Advisors LLC | 103,527 | $2,111,951 | 1.80% |
| Delos Wealth Advisors, LLC | 69,476 | $1,417,311 | 1.79% |
| Worth Asset Management, LLC | 111,257 | $2,269,642 | 1.72% |