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BTALBTAL
25 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AGF INVTS TR

AE Wealth Management LLC holds 927,590 shares of BTAL (AGF INVTS TR), worth $10.3M as of 2026-Q2. The position was increased (+20.0% shares). BTAL represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$10.3M

Current Shares

927,590

Total Value Change

+$9.8M

Total Shares Change

+908,042

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
927,590
+20.0%
$10.3M0.0%$11.15
33
2026-Q1
Increased
772,951
+91.8%
$10.8M0.1%$13.96
44
2025-Q4
Increased
402,910
+79.8%
$5.8M0.0%$14.39
41
2025-Q3
Decreased
224,136
-4.1%
$3.6M0.0%$15.53
0
2025-Q2
Increased
233,750
+38.7%
$4.1M0.0%$17.27
35
2025-Q1
Increased
168,499
+12.8%
$3.5M0.0%$20.33
30
2024-Q4
Increased
149,389
+10.7%
$2.8M0.0%$18.03
29
2024-Q3
Increased
135,015
+20.7%
$2.6M0.0%$18.47
31
2024-Q2
Decreased
111,866
-0.9%
$2.2M0.0%$18.49
0
2024-Q1
Decreased
112,943
-1.8%
$2M0.0%$16.98
0
2023-Q4
Decreased
115,005
-13.0%
$2.1M0.0%$15.98
0
2023-Q3
Decreased
132,194
-20.2%
$2.6M0.0%$17.62
0
2023-Q2
Decreased
165,673
-16.3%
$3.1M0.0%$16.65
0
2023-Q1
Decreased
198,022
-11.7%
$4M0.0%$18.10
0
2022-Q4
Increased
224,131
+15.8%
$4.8M0.0%$18.82
31
2022-Q3
Increased
193,463
+4.5%
$3.9M0.0%$17.86
28
2022-Q2
Decreased
185,212
-35.7%
$4M0.0%$19.13
0
2022-Q1
New
288,015
-
$5.3M0.0%$16.11
37
2021-Q3
Exited
0
-100.0%
$00.0%$14.96
0
2021-Q2
Increased
38,532
+123.9%
$652,0000.0%$14.86
39
2021-Q1
Increased
17,208
+16.8%
$295,0000.0%$15.05
27
2020-Q4
Increased
14,737
+6.0%
$281,0000.0%$16.76
25
2020-Q3
Increased
13,908
+26.3%
$328,0000.0%$20.72
29
2020-Q2
Decreased
11,010
-43.7%
$268,0000.0%$21.38
0
2020-Q1
New
19,548
-
$502,0000.0%$22.57
33

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

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