Magnolia Private Wealth »

Agf Investments Trust agfiq us mk anti shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth 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 Magnolia Private Wealth 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 64k 15.92
2025-06-30 $1.2M 68k 17.70
2025-03-31 $388k 19k 20.84

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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