AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 31 filers reported holding AGF INVTS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,388 | -3.7% | 170,570 | -9.0% | 0.01% | 0.0% |
| Q2 2023 | $3,518 | +32.1% | 187,508 | +43.6% | 0.01% | +16.7% |
| Q1 2023 | $2,664 | +0.5% | 130,597 | +4.4% | 0.01% | 0.0% |
| Q4 2022 | $2,651 | -99.8% | 125,034 | +139.4% | 0.01% | +100.0% |
| Q3 2022 | $1,061,000 | -14.6% | 52,222 | -8.5% | 0.00% | 0.0% |
| Q2 2022 | $1,243,000 | +397.2% | 57,101 | +290.1% | 0.00% | +200.0% |
| Q1 2021 | $250,000 | -58.7% | 14,636 | -53.9% | 0.00% | -50.0% |
| Q4 2020 | $605,000 | -48.2% | 31,753 | -36.0% | 0.00% | -50.0% |
| Q3 2020 | $1,169,000 | +1.2% | 49,586 | +4.4% | 0.00% | 0.0% |
| Q2 2020 | $1,155,000 | -14.1% | 47,480 | -9.3% | 0.00% | -33.3% |
| Q1 2020 | $1,344,000 | – | 52,341 | – | 0.01% | – |
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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% |