AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 25 filers reported holding AGF INVTS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,032 | +3.7% | 8,763 | -2.1% | 0.00% | – |
| Q2 2023 | $167,811 | -8.1% | 8,951 | 0.0% | 0.00% | – |
| Q1 2023 | $182,623 | -39.2% | 8,951 | -36.8% | 0.00% | -100.0% |
| Q4 2022 | $300,179 | -78.6% | 14,161 | -79.1% | 0.00% | -87.5% |
| Q3 2022 | $1,405,000 | -24.1% | 67,689 | -20.3% | 0.01% | 0.0% |
| Q2 2022 | $1,850,000 | +0.5% | 84,919 | -15.4% | 0.01% | +60.0% |
| Q1 2022 | $1,840,000 | -2.7% | 100,364 | -5.8% | 0.01% | -16.7% |
| Q4 2021 | $1,891,000 | – | 106,493 | – | 0.01% | – |
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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% |