Purchases and Sales Made in Q2 2025 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q2 2025. The information is specifically focused on institutions that hold shares of AGF INVTS TR AGFIQ US MKT NEUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.7K+ 239.45% |
$982K - $1.2M
|
79K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
49.6K+ 266.04% |
$873K - $1.06M
|
68.2K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
17.5K+ 13.05% |
$307K - $375K
|
151K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
14.4KNew |
$254K - $309K
|
14.4K
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13.4KNew |
$236K - $288K
|
13.4K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
11.9KNew |
$209K - $255K
|
11.9K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
10.4KNew |
$183K - $223K
|
10.4K
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.7K+ 9.2% |
$65.2K - $79.5K
|
44K
$727K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 5.0% |
$17.8K - $21.7K
|
21.3K
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-27- 3.27% |
$475 - $579
|
798
$13.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 9.03% |
$6.43K - $7.83K
|
3.68K
$60.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 7.31% |
$11.7K - $14.3K
|
8.45K
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-983- 5.7% |
$17.3K - $21.1K
|
16.3K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 11.16% |
$22.5K - $27.4K
|
10.2K
$168K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-12.6K- 91.96% |
$222K - $271K
|
1.1K
$18.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.4K- 53.34% |
$482K - $587K
|
23.9K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-31K- 38.26% |
$547K - $666K
|
50.1K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52.8K- 69.86% |
$930K - $1.13M
|
22.8K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-187K- 84.26% |
$3.29M - $4.01M
|
34.9K
$577K
|