Purchases and Sales Made in Q2 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 Q2 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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.9K- 26.95% |
$222K - $251K
|
32.2K
$628K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-12K- 36.58% |
$225K - $254K
|
20.9K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.2K- 30.61% |
$321K - $363K
|
38.9K
$759K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 23.43% |
$329K - $372K
|
57.5K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-21.4K- 7.55% |
$399K - $451K
|
262K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25K- 29.4% |
$467K - $529K
|
60.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 34.72% |
$501K - $567K
|
50.4K
$983K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.3K- 16.34% |
$604K - $684K
|
166K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.2K- 25.17% |
$751K - $850K
|
120K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.7K- 62.54% |
$1.02M - $1.16M
|
32.8K
$639K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-106K- 95.15% |
$1.98M - $2.24M
|
5.4K
$105K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-182K- 40.16% |
$3.39M - $3.84M
|
271K
$5.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-256K- 89.72% |
$4.78M - $5.41M
|
29.3K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-324K- 86.57% |
$6.04M - $6.84M
|
50.2K
$979K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-493K- 43.61% |
$9.22M - $10.4M
|
638K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-530K- 49.58% |
$9.91M - $11.2M
|
539K
$10.5M
|