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Agf Investments Trust agfiq us mk anti shares owned by Able Wealth Management

Quarter-by-quarter ownership of Agf Investments Trust agfiq us mk anti (BTAL) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Agf Investments Trust agfiq us mk anti

Tip: Access up to 7 years of quarterly data

All positions including Agf Investments Trust agfiq us mk anti held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agf Investments Trust agfiq us mk anti by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $679k 43k 15.92
2025-06-30 $474k 27k 17.70

More positions owned by Able Wealth Management

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Able Wealth Management

Top funds holding Agf Investments Trust agfiq us mk anti

Federation des caisses Desjardins du Quebec
Kovitz Investment Group Partners
FMR
Advisor Group Holdings
HighTower Advisors
Resources Investment Advisors
CIBC World Markets
LPL Financial
Wealthedge Investment Advisors
Clark Capital Management Group
Krilogy Financial
Level Four Advisory Services
Kestra Advisory Services
Creative Financial Designs
AE Wealth Management

View all funds holding Agf Investments Trust agfiq us mk anti