Trek Financial, LLC - 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
Trek Financial, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q2 2023$945,710
-40.0%
50,411
-34.7%
0.08%
-43.5%
Q1 2023$1,575,390
-68.6%
77,225
-67.4%
0.15%
-70.7%
Q4 2022$5,016,801236,5300.50%
Other shareholders
AGF INVTS TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 283,053$5,774,2814.88%
TMD Wealth Management, LLC 785,593$16,026,0894.52%
Fortis Group Advisors, LLC 452,330$9,476,3122.86%
Ethos Financial Group, LLC 423,522$8,638,8292.69%
Astoria Portfolio Advisors LLC. 276,338$5,692,5722.40%
AMJ Financial Wealth Management 167,554$3,418,1022.20%
WESPAC Advisors, LLC 104,390$2,129,5562.00%
AlphaQ Advisors LLC 103,527$2,111,9511.80%
Delos Wealth Advisors, LLC 69,476$1,417,3111.79%
Worth Asset Management, LLC 111,257$2,269,6421.72%
View complete list of AGF INVTS TR shareholders