Waterloo Capital, L.P. - AGF INVTS TR ownership

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
Waterloo Capital, L.P. ownership history of AGF INVTS TR
ValueSharesWeighting
Q2 2023$1,126,600
-35.1%
60,053
-29.4%
0.33%
-38.0%
Q1 2023$1,735,335
+450.9%
85,065
+592.7%
0.54%
+139.7%
Q1 2020$315,00012,2800.22%
Other shareholders
AGF INVTS TR shareholders Q1 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 261,696$4,909,4173.85%
TMD Wealth Management, LLC 778,362$14,602,0623.81%
Ethos Financial Group, LLC 423,522$8,638,8292.92%
Astoria Portfolio Advisors LLC. 294,059$5,260,7162.04%
Delos Wealth Advisors, LLC 72,966$1,368,8431.75%
WESPAC Advisors, LLC 100,726$1,889,6201.51%
AlphaQ Advisors LLC 107,827$2,022,8351.49%
Fortis Group Advisors, LLC 270,658$5,077,5511.35%
Empirical Asset Management, LLC 69,052$1,295,4081.15%
TAP Consulting, LLC 174,515$3,273,9020.80%
View complete list of AGF INVTS TR shareholders