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Agf Investments Trust agfiq us mk anti shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $768k 55k 13.96
2025-03-31 $1.9M 91k 20.84

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Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds State Street Spd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds State Street Spd (SPEM)

View all positions for GeoWealth Management

Top funds holding Agf Investments Trust agfiq us mk anti

Pasadena Private Wealth
Federation des caisses Desjardins du Quebec
FMR
Carrera Capital Advisors
HighTower Advisors
Colony
CIBC World Markets
AE Wealth Management
Krilogy Financial
Resources Investment Advisors
Crescent Grove Advisors
Kestra Advisory Services
Advisory Services Network
Hilltop Holdings
Encompass More Asset Management

View all funds holding Agf Investments Trust agfiq us mk anti