Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
255KNew |
$3.71M - $4.07M
|
255K
$3.94M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
179K+ 79.76% |
$2.6M - $2.85M
|
403K
$6.23M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
91.2K+ 25.15% |
$1.33M - $1.46M
|
454K
$7.02M
|
|
|
Jan 28, 2026
Q4 2025
|
Qvr LLC
|
BUY
|
- |
73.4K+ 580.95% |
$1.07M - $1.17M
|
86K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
25.3KNew |
$368K - $404K
|
25.3K
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 5.68% |
$169K - $186K
|
216K
$3.35M
|
|
|
Jan 27, 2026
Q4 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
9.51K+ 94.24% |
$139K - $152K
|
19.6K
$303K
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.73K+ 46.84% |
$113K - $123K
|
24.2K
$374K
|
|
|
Jan 20, 2026
Q4 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.4K+ 15.43% |
$49.5K - $54.3K
|
25.4K
$393K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.16KNew |
$16.9K - $18.5K
|
1.16K
$17.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
808+ 616.79% |
$11.8K - $12.9K
|
939
$14.5K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$3.64K - $3.99K
|
250
$3.87K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
205+ 0.79% |
$2.99K - $3.27K
|
26.1K
$403K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-416- 1.02% |
$6.06K - $6.64K
|
40.5K
$627K
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2K- 2.37% |
$29.1K - $31.9K
|
82.4K
$1.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-7.76K- 18.21% |
$113K - $124K
|
34.9K
$539K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40K- 50.96% |
$583K - $639K
|
38.5K
$596K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75.3K- 96.89% |
$1.1M - $1.2M
|
2.42K
$37.4K
|
|