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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 7.31% |
$11.7K - $14.3K
|
8.45K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-902- 40.38% |
$15.9K - $19.4K
|
1.33K
$21.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-983- 5.7% |
$17.3K - $21.1K
|
16.3K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 11.16% |
$22.5K - $27.4K
|
10.2K
$163K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.32K- 1.5% |
$58.5K - $71.3K
|
219K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.42K- 3.25% |
$77.8K - $94.8K
|
132K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.89K- 97.65% |
$86.2K - $105K
|
118
$1.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-12.6K- 91.96% |
$222K - $271K
|
1.1K
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 7.27% |
$276K - $337K
|
200K
$3.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.9K- 24.15% |
$403K - $491K
|
71.9K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.4K- 53.34% |
$482K - $587K
|
23.9K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-31K- 38.26% |
$547K - $666K
|
50.1K
$801K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-45.6K- 7.03% |
$803K - $979K
|
604K
$9.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52.8K- 69.86% |
$930K - $1.13M
|
22.8K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-177K- 78.83% |
$3.11M - $3.79M
|
47.5K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-187K- 84.26% |
$3.29M - $4.01M
|
34.9K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-262K- 37.21% |
$4.61M - $5.61M
|
441K
$7.06M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-293K- 41.75% |
$5.16M - $6.28M
|
408K
$6.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-648K- 97.93% |
$11.4M - $13.9M
|
13.7K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-938K- 51.86% |
$16.5M - $20.1M
|
871K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.76M- 97.57% |
$30.9M - $37.7M
|
43.7K
$700K
|