Cornerstone Wealth Group »

Agf Investments Trust agfiq us mk anti shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group 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 Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Agf Investments Trust agfiq us mk anti by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 1.0M 19.60
2023-03-31 $9.2M 449k 20.40
2022-09-30 $8.4M 412k 20.33
2022-03-31 $5.5M 299k 18.34

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding Agf Investments Trust agfiq us mk anti

Federation des caisses Desjardins du Quebec
TMD Wealth Management
Cornerstone Wealth Group
Resources Investment Advisors
Morgan Stanley
Jane Street
LPL Financial
Captrust Financial Advisors
Assetmark
Commonwealth Equity Services
Avestar Capital
Creative Financial Designs
Raymond James Financial Services Advisors
Envestnet Asset Management
Hobbs Group Advisors

View all funds holding Agf Investments Trust agfiq us mk anti