AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 74 filers reported holding AGF INVTS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,015,147 | -20.9% | 51,740 | -27.3% | 0.38% | -38.3% |
| Q1 2024 | $1,282,694 | +13.9% | 71,201 | +7.1% | 0.62% | -32.6% |
| Q4 2023 | $1,126,538 | -17.9% | 66,462 | -3.8% | 0.92% | -23.2% |
| Q3 2023 | $1,372,399 | +5.9% | 69,104 | +0.1% | 1.20% | +4.4% |
| Q2 2023 | $1,295,408 | -4.0% | 69,052 | +4.4% | 1.15% | -11.2% |
| Q1 2023 | $1,349,428 | +26.2% | 66,148 | +31.2% | 1.29% | +14.7% |
| Q4 2022 | $1,069,663 | -1.8% | 50,432 | -5.8% | 1.13% | -5.2% |
| Q3 2022 | $1,089,000 | -3.0% | 53,550 | +3.9% | 1.19% | +0.3% |
| Q2 2022 | $1,123,000 | +41.6% | 51,558 | +19.2% | 1.18% | +57.0% |
| Q1 2022 | $793,000 | +23.1% | 43,242 | +19.3% | 0.75% | +21.2% |
| Q4 2021 | $644,000 | – | 36,243 | – | 0.62% | – |
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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% |