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Agf Investments Trust agfiq us mk anti shares owned by Clark Asset Management

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

Historical chart of Clark Asset 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 Clark Asset 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $372k 23k 15.92
2025-06-30 $414k 23k 17.70
2025-03-31 $487k 23k 20.84

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Clark Asset 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