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
| 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 ↓ |
|---|---|---|---|
| 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% |