Geneos Wealth Management Inc. - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 77 filers reported holding AGF INVTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$757,401
+138.2%
38,137
+125.0%
0.04%
+129.4%
Q2 2023$317,982
-18.0%
16,950
-10.8%
0.02%
-29.2%
Q1 2023$387,641
+505.4%
19,002
+529.4%
0.02%
+500.0%
Q4 2022$64,0333,0190.00%
Other shareholders
AGF INVTS TR shareholders Q3 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 558,069$11,083,2413.16%
Fortis Group Advisors, LLC 382,984$7,812,8722.40%
Ethos Financial Group, LLC 429,110$8,521,5692.20%
Astoria Portfolio Advisors LLC. 190,563$4,015,1641.94%
Delos Wealth Advisors, LLC 71,880$1,351,3441.64%
WESPAC Advisors, LLC 100,405$1,994,0431.49%
AlphaQ Advisors LLC 79,182$1,572,5551.36%
Empirical Asset Management, LLC 69,104$1,372,3991.20%
TAP Consulting, LLC 214,513$4,260,2291.10%
Beaumont Capital Management, LLC 65,497$1,300,7700.94%
View complete list of AGF INVTS TR shareholders