Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
May 10, 2023 Q1 2023	Lpl Financial LLC Fort Mill, SC	BUY	-	486K + 83.4%	$9.25M - $10.5M	1.07M $20.9M
May 26, 2023 Q1 2023	Fortis Group Advisors, LLC Westwood, NJ	BUY	-	452K New	$8.6M - $9.72M	452K $8.82M
Apr 25, 2023 Q1 2023	Cornerstone Wealth Group, LLC	BUY	-	449K New	$8.55M - $9.65M	449K $8.76M
May 12, 2023 Q1 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	255K + 29.16%	$4.86M - $5.49M	1.13M $22.1M
Apr 18, 2023 Q1 2023	Tap Consulting, LLC	BUY	-	180K New	$3.43M - $3.87M	180K $3.51M
Apr 26, 2023 Q1 2023	Wespac Advisors, LLC	BUY	-	104K New	$1.99M - $2.24M	104K $2.04M
May 15, 2023 Q1 2023	Alpha Q Advisors LLC Orlando, FL	BUY	-	104K New	$1.97M - $2.22M	104K $2.02M
May 15, 2023 Q1 2023	Cetera Investment Advisers Schaumburg, IL	BUY	-	80.7K + 102.02%	$1.54M - $1.73M	160K $3.12M
May 15, 2023 Q1 2023	Royal Bank Of Canada Toronto, A6	BUY	-	75.8K + 38.52%	$1.44M - $1.63M	273K $5.31M
May 17, 2023 Q1 2023	National Asset Management, Inc. Boca Raton, FL	BUY	-	75.2K New	$1.43M - $1.62M	75.2K $1.47M
May 15, 2023 Q1 2023	Waterloo Capital, L.P. Austin, TX	BUY	-	72.8K + 592.71%	$1.38M - $1.56M	85.1K $1.66M
Jun 13, 2024 Q1 2023	Bank Of Montreal Toronto, A6	BUY	-	71.6K + 701.89%	$1.36M - $1.54M	81.8K $1.59M
May 15, 2023 Q1 2023	Delos Wealth Advisors, LLC Dallas, TX	BUY	-	69.5K New	$1.32M - $1.49M	69.5K $1.35M
Apr 05, 2023 Q1 2023	Astoria Portfolio Advisors Llc.	BUY	-	67.1K + 32.05%	$1.28M - $1.44M	276K $5.39M
May 11, 2023 Q1 2023	Envestnet Asset Management Inc	BUY	-	59.2K + 99.3%	$1.13M - $1.27M	119K $2.32M
Apr 14, 2023 Q1 2023	Raymond James & Associates St Petersburg, FL	BUY	-	55.2K + 34.31%	$1.05M - $1.19M	216K $4.21M
Apr 12, 2023 Q1 2023	Koshinski Asset Management, Inc.	BUY	-	44.3K + 374.82%	$843K - $952K	56.1K $1.09M
May 12, 2023 Q1 2023	Kestra Advisory Services, LLC	BUY	-	44.1K New	$840K - $949K	44.1K $861K
May 10, 2023 Q1 2023	Private Advisor Group, LLC	BUY	-	36.6K + 72.0%	$696K - $786K	87.4K $1.7M
May 04, 2023 Q1 2023	Tmd Wealth Management, LLC	BUY	-	28.8K + 3.81%	$548K - $620K	786K $15.3M
May 12, 2023 Q1 2023	New Edge Advisors, LLC New Orleans, LA	BUY	-	26.8K + 197.58%	$509K - $575K	40.3K $786K
May 03, 2023 Q1 2023	Agf Management LTD Toronto Ontario Canada, A6	BUY	-	26.2K New	$499K - $564K	26.2K $512K
Apr 11, 2023 Q1 2023	Mutual Advisors, LLC Casper, WY	BUY	-	24.6K New	$468K - $528K	24.6K $479K
May 04, 2023 Q1 2023	Wayfinding Financial, LLC Lynnwood, WA	BUY	-	21.9K New	$417K - $472K	21.9K $428K
May 15, 2023 Q1 2023	Choreo, LLC Minneapolis, MN	BUY	-	21.7K New	$412K - $466K	21.7K $423K
Apr 10, 2023 Q1 2023	Dynamic Advisor Solutions LLC	BUY	-	16.3K + 68.42%	$311K - $351K	40.2K $785K
May 03, 2023 Q1 2023	Integrated Wealth Concepts LLC	BUY	-	16.2K New	$308K - $349K	16.2K $316K
Apr 25, 2023 Q1 2023	Geneos Wealth Management Inc.	BUY	-	16K + 529.41%	$304K - $343K	19K $371K
Apr 18, 2023 Q1 2023	Empirical Asset Management, LLC	BUY	-	15.7K + 31.16%	$299K - $338K	66.1K $1.29M
May 11, 2023 Q1 2023	Camarda Financial Advisors, LLC Fleming Island, FL	BUY	-	14.7K New	$280K - $316K	14.7K $287K
Apr 18, 2023 Q1 2023	Ifp Advisors, Inc	BUY	-	13.8K + 101.95%	$262K - $296K	27.2K $531K
May 15, 2023 Q1 2023	Ncm Capital Management, LLC Ramsey, NJ	BUY	-	13K New	$247K - $279K	13K $254K
May 02, 2023 Q1 2023	Arkadios Wealth Advisors	BUY	-	12.1K New	$230K - $259K	12.1K $235K
Jun 03, 2024 Q1 2023	Vontobel Holding Ltd.	BUY	-	12.1K New	$229K - $259K	12.1K $235K
Apr 12, 2023 Q1 2023	Vontobel Holding Ltd.	BUY	-	12.1K New	$229K - $259K	12.1K $235K
Apr 27, 2023 Q1 2023	Stratos Wealth Partners, Ltd.	BUY	-	10.5K New	$200K - $226K	10.5K $205K
May 12, 2023 Q1 2023	Kestra Private Wealth Services, LLC	BUY	-	10.3K New	$195K - $221K	10.3K $200K
May 17, 2023 Q1 2023	Advisory Services Network, LLC	BUY	-	9.76K + 28.42%	$186K - $210K	44.1K $860K
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	9.72K New	$185K - $209K	9.72K $189K
May 08, 2023 Q1 2023	L.M. Kohn & Company	BUY	-	8.18K + 59.27%	$156K - $176K	22K $429K
May 03, 2023 Q1 2023	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	7.09K + 10.97%	$135K - $152K	71.7K $1.4M
Apr 20, 2023 Q1 2023	Pfg Advisors	BUY	-	6.33K + 23.85%	$120K - $136K	32.9K $641K
May 11, 2023 Q1 2023	Commonwealth Equity Services, LLC	BUY	-	5.56K + 4.45%	$106K - $120K	131K $2.55M
Apr 18, 2023 Q1 2023	Newbridge Financial Services Group, Inc.	BUY	-	3.3K + 18.99%	$62.8K - $70.9K	20.7K $403K
Apr 13, 2023 Q1 2023	Focused Wealth Management, Inc	BUY	-	3.2K New	$60.9K - $68.8K	3.2K $62.4K
May 11, 2023 Q1 2023	Jpmorgan Chase & CO New York, NY	BUY	-	2.73K + 563.3%	$52K - $58.7K	3.22K $62.7K
May 12, 2023 Q1 2023	Wells Fargo & Company San Francisco, CA	BUY	-	2.01K + 133.98%	$38.2K - $43.2K	3.51K $68.5K
May 12, 2023 Q1 2023	Quantitative Advantage, LLC Minnetonka, MN	BUY	-	1.89K + 0.72%	$35.9K - $40.5K	265K $5.17M
May 15, 2023 Q1 2023	Klr Investment Advisors, LLC Providence, RI	BUY	-	1.7K + 5.22%	$32.4K - $36.6K	34.3K $669K
May 01, 2023 Q1 2023	Truadvice, LLC Sarasota, FL	BUY	-	813 + 6.03%	$15.5K - $17.5K	14.3K $279K

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Account

Purchases and Sales Made in Q1 2023 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)

486K

452K

449K

255K

180K

104K

104K

80.7K

75.8K

75.2K

72.8K

71.6K

69.5K

67.1K

59.2K

55.2K

44.3K

44.1K

36.6K

28.8K

26.8K

26.2K

24.6K

21.9K

21.7K

16.3K

16.2K

16K

15.7K

14.7K

13.8K

13K

12.1K

12.1K

12.1K

10.5K

10.3K

9.76K

9.72K

8.18K

7.09K

6.33K

5.56K

3.3K

3.2K

2.73K

2.01K

1.89K

1.7K

813

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