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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,083,241 | -24.1% | 558,069 | -28.3% | 3.16% | -16.9% |
| Q2 2023 | $14,602,062 | -8.9% | 778,362 | -0.9% | 3.81% | -15.9% |
| Q1 2023 | $16,026,089 | -0.2% | 785,593 | +3.8% | 4.52% | -36.7% |
| Q4 2022 | $16,050,959 | -6.5% | 756,764 | -10.3% | 7.14% | -7.4% |
| Q3 2022 | $17,159,000 | -7.3% | 844,000 | -0.7% | 7.72% | -0.4% |
| Q2 2022 | $18,507,000 | +2.3% | 849,744 | -13.8% | 7.75% | +11.4% |
| Q1 2022 | $18,089,000 | -3.0% | 986,332 | -6.0% | 6.96% | +0.2% |
| Q4 2021 | $18,655,000 | +12.9% | 1,049,218 | +8.2% | 6.94% | +0.4% |
| Q3 2021 | $16,519,000 | +8.5% | 970,017 | +7.8% | 6.92% | +4.1% |
| Q2 2021 | $15,224,000 | +87.4% | 899,773 | +89.7% | 6.64% | +72.1% |
| Q1 2021 | $8,122,000 | -36.4% | 474,193 | -29.1% | 3.86% | -46.1% |
| Q4 2020 | $12,768,000 | – | 669,195 | – | 7.16% | – |
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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% |