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 | $810,328 | +700.3% | 40,802 | +656.0% | 0.66% | +750.6% |
| Q2 2023 | $101,248 | -95.5% | 5,397 | -95.1% | 0.08% | -95.5% |
| Q1 2023 | $2,269,642 | -31.9% | 111,257 | -29.2% | 1.72% | -25.8% |
| Q4 2022 | $3,331,943 | +92.6% | 157,093 | +84.7% | 2.32% | +83.5% |
| Q3 2022 | $1,730,000 | -23.6% | 85,048 | -18.2% | 1.27% | -18.2% |
| Q2 2022 | $2,263,000 | +96.4% | 103,942 | +88.2% | 1.55% | +106.1% |
| Q1 2022 | $1,152,000 | – | 55,233 | – | 0.75% | – |
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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% |