Purchases and Sales Made in Q3 2025 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)

BTAL Quotes by TradingView

This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q3 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
Nov 10, 2025 Q3 2025
Kovitz Investment Group Partners, LLC

BUY
 -
1.35M
+ 155.09%
$20.8M - $24.2M
2.22M $34.3M
Nov 06, 2025 Q3 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
423K
+ 104.66%
$6.52M - $7.6M
828K $12.8M
Nov 12, 2025 Q3 2025
Wealthedge Investment Advisors, LLC

New York, NY
BUY
 -
394K
+ 320.09%
$6.07M - $7.07M
517K $8M
Nov 14, 2025 Q3 2025
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
363K
New
$5.58M - $6.51M
363K $5.61M
Nov 06, 2025 Q3 2025
Krilogy Financial LLC

BUY
 -
363K
New
$5.58M - $6.51M
363K $5.61M
Nov 13, 2025 Q3 2025
Kestra Advisory Services, LLC

BUY
 -
334K
New
$5.13M - $5.98M
334K $5.16M
Nov 06, 2025 Q3 2025
Cibc World Market Inc.

Toronto, A6
BUY
 -
188K
+ 46.21%
$2.9M - $3.38M
596K $9.21M
Jan 06, 2026 Q3 2025
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
175K
+ 1523.23%
$2.7M - $3.15M
187K $2.89M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
135K
+ 188.39%
$2.08M - $2.43M
207K $3.21M
Nov 12, 2025 Q3 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
119K
+ 27.04%
$1.84M - $2.14M
561K $8.67M
Nov 13, 2025 Q3 2025
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
60.2K
New
$926K - $1.08M
60.2K $930K
Oct 06, 2025 Q3 2025
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
53.6K
+ 35.46%
$825K - $962K
205K $3.17M
Nov 12, 2025 Q3 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
36.3K
New
$558K - $650K
36.3K $560K
Nov 14, 2025 Q3 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
33.8K
New
$521K - $607K
33.8K $523K
Nov 10, 2025 Q3 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
30K
+ 4.97%
$461K - $538K
634K $9.8M
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
27.9K
New
$429K - $500K
27.9K $431K
Nov 14, 2025 Q3 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
23.9K
New
$368K - $428K
23.9K $369K
Nov 12, 2025 Q3 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
23.5K
+ 2240.57%
$362K - $422K
24.6K $380K
Nov 06, 2025 Q3 2025
Good Steward Wealth Advisors,Llc

Clarksville, TN
BUY
 -
22.9K
+ 192.89%
$353K - $412K
34.8K $539K
Nov 14, 2025 Q3 2025
Morgan Stanley

New York, NY
BUY
 -
20.8K
+ 151.89%
$320K - $373K
34.5K $533K
Nov 14, 2025 Q3 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
19.9K
New
$306K - $357K
19.9K $308K
Oct 16, 2025 Q3 2025
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
16.5K
New
$254K - $296K
16.5K $255K
Oct 14, 2025 Q3 2025
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
15.9K
+ 59.3%
$244K - $285K
42.6K $659K
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
15K
New
$231K - $270K
15K $233K
Oct 27, 2025 Q3 2025
Qvr LLC

BUY
 -
12.6K
New
$194K - $227K
12.6K $195K
Nov 14, 2025 Q3 2025
Boothbay Fund Management, LLC

New York, NY
BUY
 -
12.6K
New
$194K - $227K
12.6K $195K
Nov 03, 2025 Q3 2025
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
11.7K
+ 112.28%
$179K - $209K
22K $341K
Nov 12, 2025 Q3 2025
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
11.1K
+ 3.18%
$171K - $200K
361K $5.57M
Oct 28, 2025 Q3 2025
Nwam LLC

Mercer Island, WA
BUY
 -
10.8K
New
$165K - $193K
10.8K $166K
Nov 07, 2025 Q3 2025
Fiscal Wisdom Wealth Management, LLC

Canton, CT
BUY
 -
10.1K
New
$155K - $181K
10.1K $156K
Nov 12, 2025 Q3 2025
Creative Financial Designs Inc

BUY
 -
5.49K
+ 2.51%
$84.4K - $98.4K
224K $3.47M
Nov 14, 2025 Q3 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 -
4.75K
+ 16.3%
$73.1K - $85.2K
33.9K $524K
Oct 29, 2025 Q3 2025
J.Safra Asset Management Corp

BUY
 -
4.66K
+ 170.31%
$71.8K - $83.7K
7.4K $114K
Nov 14, 2025 Q3 2025
Triumph Capital Management

BUY
 -
4.38K
New
$67.4K - $78.5K
4.38K $67.7K
Nov 12, 2025 Q3 2025
Simplex Trading, LLC

BUY
 -
3.68K
+ 409.35%
$56.6K - $65.9K
4.57K $70.7K
Nov 05, 2025 Q3 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
3.36K
+ 20.63%
$51.7K - $60.2K
19.6K $304K
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
1.87K
New
$28.8K - $33.6K
1.87K $28.9K
Dec 02, 2025 Q3 2025
Ifp Advisors, Inc

BUY
 -
1.58K
+ 7.43%
$24.3K - $28.4K
22.9K $353K
Nov 14, 2025 Q3 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.39K
+ 2.48%
$21.4K - $24.9K
57.4K $888K
Oct 23, 2025 Q3 2025
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
648
+ 2.57%
$9.97K - $11.6K
25.9K $400K
Nov 12, 2025 Q3 2025
Group One Trading, L.P.

Chicago, IL
BUY
 -
600
New
$9.23K - $10.8K
600 $9.28K
Oct 15, 2025 Q3 2025
Private Trust CO Na

BUY
 -
163
New
$2.51K - $2.92K
163 $2.52K
Nov 21, 2025 Q3 2025
Cibc Private Wealth Group, LLC

BUY
 -
58
New
$893 - $1.04K
58 $897
Nov 12, 2025 Q3 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
43
New
$662 - $771
43 $665
Nov 12, 2025 Q3 2025
Creekmur Asset Management LLC

Morton, IL
BUY
 -
0
New
$0 - $0
0 $0
Nov 06, 2025 Q3 2025
Assetmark, Inc

SELL
 -
-96
- 28.57%
$1.48K - $1.72K
240 $3.71K
Nov 13, 2025 Q3 2025
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-439
- 3.59%
$6.76K - $7.88K
11.8K $182K
Oct 09, 2025 Q3 2025
Dynamic Advisor Solutions LLC

SELL
 -
-446
- 0.56%
$6.86K - $8K
78.6K $1.21M
Nov 05, 2025 Q3 2025
Flagship Harbor Advisors, LLC

SELL
 -
-573
- 1.38%
$8.82K - $10.3K
41K $633K

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