AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,015,164 | -23.7% | 190,563 | -35.2% | 1.94% | -4.9% |
| Q2 2023 | $5,260,716 | -7.6% | 294,059 | +6.4% | 2.04% | -15.3% |
| Q1 2023 | $5,692,572 | +34.5% | 276,338 | +32.1% | 2.40% | +21.2% |
| Q4 2022 | $4,233,358 | +44.2% | 209,261 | +44.9% | 1.98% | -0.6% |
| Q3 2022 | $2,935,000 | -6.9% | 144,390 | -0.3% | 2.00% | -13.3% |
| Q2 2022 | $3,153,000 | +30.9% | 144,776 | +10.3% | 2.30% | +22.3% |
| Q1 2022 | $2,408,000 | -0.6% | 131,285 | -3.7% | 1.88% | -2.1% |
| Q4 2021 | $2,423,000 | – | 136,279 | – | 1.92% | – |
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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% |