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Agf Investments Trust agfiq us mk anti shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building 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 Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 16k 13.96

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYD)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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