AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 88 filers reported holding AGF INVTS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,084 | -8.0% | 804 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,402 | -36.2% | 804 | -33.7% | 0.00% | -33.3% |
| Q4 2022 | $25,707 | -8.2% | 1,212 | -11.7% | 0.00% | -25.0% |
| Q3 2022 | $28,000 | -44.0% | 1,373 | -40.6% | 0.00% | -33.3% |
| Q2 2022 | $50,000 | +19.0% | 2,310 | 0.0% | 0.01% | +50.0% |
| Q1 2022 | $42,000 | -63.5% | 2,310 | -64.2% | 0.00% | -66.7% |
| Q4 2021 | $115,000 | -19.0% | 6,448 | -22.4% | 0.01% | -25.0% |
| Q3 2021 | $142,000 | +10.1% | 8,311 | +9.2% | 0.02% | +14.3% |
| Q2 2021 | $129,000 | -8.5% | 7,612 | -7.6% | 0.01% | -17.6% |
| Q1 2021 | $141,000 | – | 8,236 | – | 0.02% | – |
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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% |