AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 64 filers reported holding AGF INVTS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $934,063 | +219.5% | 44,458 | +189.0% | 0.37% | +239.8% |
| Q2 2023 | $292,393 | -2.4% | 15,381 | +7.6% | 0.11% | -9.2% |
| Q1 2023 | $299,585 | +10.1% | 14,300 | +6.0% | 0.12% | -16.8% |
| Q4 2022 | $272,033 | -5.9% | 13,487 | -3.4% | 0.14% | -11.7% |
| Q3 2022 | $289,000 | +4.0% | 13,956 | -3.9% | 0.16% | +10.2% |
| Q2 2022 | $278,000 | -27.6% | 14,517 | -25.8% | 0.15% | -31.3% |
| Q1 2022 | $384,000 | -1.8% | 19,552 | -8.6% | 0.21% | -41.7% |
| Q4 2021 | $391,000 | +15.7% | 21,399 | +2.5% | 0.37% | +18.4% |
| Q3 2021 | $338,000 | -74.0% | 20,869 | -72.4% | 0.31% | +9.2% |
| Q2 2021 | $1,299,000 | +11.7% | 75,551 | +9.1% | 0.28% | -17.4% |
| Q1 2021 | $1,163,000 | +10.4% | 69,274 | +28.8% | 0.34% | +7.2% |
| Q4 2020 | $1,053,000 | +27.6% | 53,774 | +48.9% | 0.32% | -4.7% |
| Q3 2020 | $825,000 | – | 36,124 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 283,053 | $5,774,281 | 4.88% |
| TMD Wealth Management, LLC | 785,593 | $16,026,089 | 4.52% |
| Fortis Group Advisors, LLC | 452,330 | $9,476,312 | 2.86% |
| Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.69% |
| Astoria Portfolio Advisors LLC. | 276,338 | $5,692,572 | 2.40% |
| AMJ Financial Wealth Management | 167,554 | $3,418,102 | 2.20% |
| WESPAC Advisors, LLC | 104,390 | $2,129,556 | 2.00% |
| AlphaQ Advisors LLC | 103,527 | $2,111,951 | 1.80% |
| Delos Wealth Advisors, LLC | 69,476 | $1,417,311 | 1.79% |
| Worth Asset Management, LLC | 111,257 | $2,269,642 | 1.72% |