Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
284New |
$5.02K - $5.92K
|
284
$5.75K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
135+ 0.67% |
$2.39K - $2.81K
|
20.3K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$17.7 - $20.9
|
1
$20.3
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-241- 0.78% |
$4.26K - $5.02K
|
30.6K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 1.65% |
$6.06K - $7.15K
|
20.5K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-798- 6.52% |
$14.1K - $16.6K
|
11.4K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 29.11% |
$20.5K - $24.2K
|
2.83K
$57.3K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.98K- 14.72% |
$52.6K - $62.1K
|
17.3K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.73K- 99.49% |
$65.9K - $77.8K
|
19
$385
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.71K- 26.65% |
$172K - $203K
|
26.7K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-32.1K- 19.1% |
$568K - $670K
|
136K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.2K- 5.56% |
$675K - $797K
|
649K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-62.5K- 82.02% |
$1.11M - $1.3M
|
13.7K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-203K- 99.71% |
$3.58M - $4.23M
|
597
$12.1K
|