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BTALBTAL
25 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in AGF INVTS TR

LPL Financial LLC holds 108,802 shares of BTAL (AGF INVTS TR), worth $1.2M as of 2026-Q2. The position was increased (+1.2% shares). BTAL represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.2M

Current Shares

108,802

Total Value Change

-$766,856

Total Shares Change

+19,433

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,802
+1.2%
$1.2M0.0%$11.15
26
2026-Q1
Decreased
107,513
-10.8%
$1.5M0.0%$14.25
0
2025-Q4
Decreased
120,583
-78.5%
$1.7M0.0%$14.35
0
2025-Q3
Increased
560,882
+27.0%
$8.9M0.0%$15.38
34
2025-Q2
Decreased
441,490
-37.2%
$7.8M0.0%$17.18
0
2025-Q1
Increased
703,101
+71.8%
$14.7M0.0%$20.13
42
2024-Q4
Decreased
409,208
-9.1%
$7.6M0.0%$18.08
0
2024-Q3
Increased
450,293
+21.3%
$8.8M0.0%$18.43
33
2024-Q2
Decreased
371,199
-0.5%
$7.3M0.0%$18.49
0
2024-Q1
Increased
373,220
+25.2%
$6.7M0.0%$16.98
33
2023-Q4
Decreased
298,179
-37.0%
$5.1M0.0%$15.98
0
2023-Q3
Decreased
473,653
-12.2%
$9.4M0.0%$17.62
0
2023-Q2
Decreased
539,313
-49.6%
$10.1M0.0%$16.72
0
2023-Q1
Increased
1.1M
+83.4%
$21.8M0.0%$18.26
44
2022-Q4
Increased
583,197
+97.9%
$12.4M0.0%$18.82
45
2022-Q3
Increased
294,753
+83.2%
$6M0.0%$17.78
42
2022-Q2
Increased
160,934
+676.6%
$3.5M0.0%$18.91
43
2022-Q1
New
20,723
-
$380,0000.0%$15.99
33
2021-Q2
Exited
0
-100.0%
$00.0%$14.93
0
2021-Q1
Decreased
34,641
-2.2%
$593,0000.0%$15.08
0
2020-Q4
Decreased
35,426
-51.7%
$676,0000.0%$16.82
0
2020-Q3
Increased
73,345
+34.5%
$1.7M0.0%$20.82
33
2020-Q2
Decreased
54,547
-49.2%
$1.3M0.0%$21.26
0
2020-Q1
Increased
107,464
+20.3%
$2.8M0.0%$22.82
31
2019-Q4
New
89,369
-
$2M0.0%$19.45
36

Other major holders of BTAL: Tredje AP-fonden, Federation des caisses Desjardins du Quebec

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