AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 77 filers reported holding AGF INVTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,201 | -63.3% | 10,684 | -63.6% | 0.00% | – |
| Q2 2023 | $561,312 | -90.9% | 29,342 | -89.7% | 0.00% | -100.0% |
| Q4 2022 | $6,141,092 | -50.7% | 285,319 | -52.8% | 0.00% | -40.0% |
| Q3 2022 | $12,455,000 | -24.8% | 604,867 | -22.2% | 0.01% | -37.5% |
| Q2 2022 | $16,559,000 | +413875.0% | 777,440 | +319834.2% | 0.01% | – |
| Q1 2021 | $4,000 | -99.9% | 243 | -99.9% | 0.00% | -100.0% |
| Q3 2020 | $4,000,000 | -51.2% | 173,397 | -45.9% | 0.00% | -57.1% |
| Q2 2020 | $8,189,000 | +366.9% | 320,641 | +373.3% | 0.01% | +250.0% |
| Q1 2020 | $1,754,000 | +113.4% | 67,743 | +82.5% | 0.00% | +100.0% |
| Q4 2019 | $822,000 | – | 37,120 | – | 0.00% | – |
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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% |