AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 80 filers reported holding AGF INVTS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,176 | -2.5% | 9,820 | 0.0% | 0.07% | -6.4% |
| Q4 2022 | $208,282 | +1.6% | 9,820 | -5.2% | 0.08% | -4.9% |
| Q3 2022 | $205,000 | -11.3% | 10,356 | -5.5% | 0.08% | -7.9% |
| Q2 2022 | $231,000 | +14.9% | 10,956 | 0.0% | 0.09% | +30.9% |
| Q1 2022 | $201,000 | -12.2% | 10,956 | -13.3% | 0.07% | -12.8% |
| Q4 2021 | $229,000 | +5.0% | 12,639 | -1.6% | 0.08% | -1.3% |
| Q3 2021 | $218,000 | -0.9% | 12,839 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $220,000 | 0.0% | 12,839 | 0.0% | 0.08% | -8.1% |
| Q1 2021 | $220,000 | -13.0% | 12,839 | -2.7% | 0.09% | -21.8% |
| Q4 2020 | $253,000 | -18.6% | 13,199 | 0.0% | 0.11% | -28.6% |
| Q3 2020 | $311,000 | -5.8% | 13,199 | -2.6% | 0.15% | -11.0% |
| Q2 2020 | $330,000 | +53.5% | 13,554 | +62.2% | 0.17% | +32.1% |
| Q1 2020 | $215,000 | – | 8,354 | – | 0.13% | – |
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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% |