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 ↓ |
|---|---|---|---|
| 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% |