PEAK FINANCIAL ADVISORS 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
PEAK FINANCIAL ADVISORS LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q2 2023$4,909,417
-15.0%
261,696
-7.5%
3.85%
-21.0%
Q1 2023$5,774,281
-9.0%
283,053
-5.4%
4.88%
-15.7%
Q4 2022$6,348,195
+4.1%
299,302
-0.2%
5.78%
-22.9%
Q3 2022$6,099,000300,0107.50%
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