AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 42 filers reported holding AGF INVTS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,832,468 | +14.2% | 286,890 | +22.4% | 0.25% | +17.6% |
| Q2 2022 | $5,106,358 | +8.4% | 234,452 | -8.7% | 0.21% | +30.4% |
| Q1 2022 | $4,711,229 | +0.6% | 256,883 | -2.4% | 0.16% | +1.9% |
| Q4 2021 | $4,681,515 | +21.7% | 263,302 | +16.6% | 0.16% | +9.7% |
| Q3 2021 | $3,847,154 | +8.8% | 225,905 | +8.1% | 0.14% | +5.1% |
| Q2 2021 | $3,534,783 | +0.5% | 208,912 | +1.7% | 0.14% | -11.0% |
| Q1 2021 | $3,517,702 | +4.1% | 205,373 | +15.9% | 0.15% | -11.0% |
| Q4 2020 | $3,380,699 | -9.5% | 177,186 | +11.8% | 0.17% | -19.5% |
| Q3 2020 | $3,737,210 | +4.6% | 158,424 | +7.9% | 0.22% | -7.7% |
| Q2 2020 | $3,572,467 | +0.2% | 146,774 | +5.7% | 0.23% | -21.5% |
| Q1 2020 | $3,566,633 | +17.1% | 138,834 | +1.0% | 0.30% | +36.9% |
| Q4 2019 | $3,044,839 | – | 137,465 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 261,696 | $4,909,417 | 3.85% |
| TMD Wealth Management, LLC | 778,362 | $14,602,062 | 3.81% |
| Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.92% |
| Astoria Portfolio Advisors LLC. | 294,059 | $5,260,716 | 2.04% |
| Delos Wealth Advisors, LLC | 72,966 | $1,368,843 | 1.75% |
| WESPAC Advisors, LLC | 100,726 | $1,889,620 | 1.51% |
| AlphaQ Advisors LLC | 107,827 | $2,022,835 | 1.49% |
| Fortis Group Advisors, LLC | 270,658 | $5,077,551 | 1.35% |
| Empirical Asset Management, LLC | 69,052 | $1,295,408 | 1.15% |
| TAP Consulting, LLC | 174,515 | $3,273,902 | 0.80% |