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 | $394,460 | +11.4% | 20,105 | +2.3% | 0.00% | – |
Q1 2024 | $354,139 | -19.5% | 19,658 | -24.2% | 0.00% | – |
Q4 2023 | $439,836 | -57.8% | 25,949 | -49.2% | 0.00% | – |
Q1 2023 | $1,042,501 | -13.8% | 51,103 | -10.4% | 0.00% | – |
Q4 2022 | $1,209,988 | +121.2% | 57,048 | +131.2% | 0.00% | – |
Q4 2019 | $547,000 | – | 24,674 | – | 0.00% | – |
Download |
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% |