AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 24 filers reported holding AGF INVTS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,867 | -6.3% | 10,215 | -11.5% | 0.14% | -3.3% |
| Q2 2023 | $216,469 | -14.4% | 11,539 | -7.2% | 0.15% | -28.2% |
| Q3 2022 | $253,000 | -20.4% | 12,434 | -15.4% | 0.21% | -28.4% |
| Q2 2022 | $318,000 | -40.2% | 14,698 | -49.3% | 0.29% | +143.3% |
| Q1 2022 | $532,000 | -27.4% | 29,013 | -29.6% | 0.12% | -41.5% |
| Q4 2021 | $733,000 | +2.2% | 41,200 | -2.2% | 0.20% | -9.7% |
| Q3 2021 | $717,000 | +167.5% | 42,112 | +166.2% | 0.23% | +14.1% |
| Q2 2021 | $268,000 | -24.9% | 15,819 | -24.1% | 0.20% | -31.8% |
| Q1 2021 | $357,000 | +20.2% | 20,851 | +34.0% | 0.29% | +11.0% |
| Q4 2020 | $297,000 | – | 15,556 | – | 0.26% | – |
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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% |