Inside-Filings
Projekt anfragen

AGF Investments Trust

AGF Investments Trust
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001479599
Keine Kursdaten verfügbar.
PDF

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Pasadena Private Wealth, LLC2.286.83302.286.83331.924.189Neu+100,0%
Federation des caisses Desjardins du Quebec2.224.4292.242.422-17.99331.053.029Reduziert-0,8%
FMR LLC1.944.4441.944.444027.144.438Unverändert0,0%
Carrera Capital Advisors1.741.835494.8401.246.99524.316.015Aufgestockt+252,0%
Focus Partners Wealth1.406.7761.269.641137.13519.638.600Aufgestockt+10,8%
HighTower Advisors, LLC1.379.56816.4581.363.11019.258.769Aufgestockt+8282,4%
CIBC WORLD MARKET INC.874.397787.80286.59512.206.582Aufgestockt+11,0%
AE Wealth Management LLC772.951402.910370.04110.790.405Aufgestockt+91,8%
OneDigital Investment Advisors LLC594.352689.190-94.8388.297.147Reduziert-13,8%
Krilogy Financial LLC597.562453.901143.6617.678.666Aufgestockt+31,7%
Crescent Grove Advisors, LLC473.8110473.8116.614.402Neu+100,0%
Kestra Advisory Services, LLC392.471378.10814.3635.478.891Aufgestockt+3,8%
Advisory Services Network, LLC347.457329.60417.8534.850.496Aufgestockt+5,4%
Encompass More Asset Management280.0050280.0053.908.870Neu+100,0%
OSAIC HOLDINGS, INC.266.78135.207231.5743.724.092Aufgestockt+657,7%
WealthPlan Investment Management, LLC255.48880.982174.5063.566.609Aufgestockt+215,5%
ROYAL BANK OF CANADA249.7857.151242.6343.487.000Aufgestockt+3393,0%
PMV Capital Advisers, LLC246.621216.38730.2343.442.835Aufgestockt+14,0%
CAPTRUST FINANCIAL ADVISORS196.782162.31734.4652.747.077Aufgestockt+21,2%
Purpose Unlimited Inc.195.38651.227144.1592.717.820Aufgestockt+281,4%
Trek Financial, LLC191.9730191.9732.679.943Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC184.77072.975111.7952.579.383Aufgestockt+153,2%
JANE STREET GROUP, LLC141.893229.064-87.1711.980.826Reduziert-38,1%
Latitude Advisors, LLC134.04682.35451.6921.871.284Aufgestockt+62,8%
Hilltop Holdings Inc.121.755282.916-161.1611.699.700Reduziert-57,0%
Savvy Advisors, Inc.118.6660118.6661.656.577Neu+100,0%
CacheTech Inc.108.0400108.0401.554.696Neu+100,0%
LPL Financial LLC107.513120.583-13.0701.500.882Reduziert-10,8%
QVR LLC86.018086.0181.237.799Neu+100,0%
Avestar Capital, LLC85.02890.121-5.0931.186.991Reduziert-5,7%
Belpointe Asset Management LLC76.246254.902-178.6561.064.401Reduziert-70,1%
Axim Planning & Wealth75.70860.97314.7351.056.884Aufgestockt+24,2%
Good Steward Wealth Advisors,LLC74.42469.3115.1131.038.959Aufgestockt+7,4%
Dynamic Advisor Solutions LLC62.13538.53623.599867.405Aufgestockt+61,2%
Ferguson Shapiro LLC60.400060.400843.184Neu+100,0%
Hudson Bay Capital Management LP60.17060.1700839.973Unverändert0,0%
GeoWealth Management, LLC55.005055.005767.870Neu+100,0%
Arete Wealth Advisors, LLC51.76538.05413.711723.146Aufgestockt+36,0%
FLAGSHIP HARBOR ADVISORS, LLC44.68140.5494.132623.744Aufgestockt+10,2%
Bison Wealth, LLC49.73622.53627.200597.325Aufgestockt+120,7%
NBC SECURITIES, INC.42.343042.343591.108Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP41.77465.108-23.334583.165Reduziert-35,8%
INTEGRITY ALLIANCE, LLC.41.516041.516579.563Neu+100,0%
BANK OF MONTREAL /CAN/41.305041.305576.618Neu+100,0%
GREENWOOD CAPITAL ASSOCIATES LLC36.38324.21912.164507.907Aufgestockt+50,2%
Town & Country Bank & Trust CO dba First Bankers Trust CO35.62225.43510.187497.283Aufgestockt+40,1%
IFP Advisors, Inc35.57226.1319.441496.585Aufgestockt+36,1%
Advyzon Investment Management, LLC34.91723.19311.724487.441Aufgestockt+50,5%
MORGAN STANLEY34.25734.888-631478.240Reduziert-1,8%
Worth Asset Management, LLC30.47225.2825.190425.390Aufgestockt+20,5%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
Pasadena Private Wealth, LLC2.286.8330+100,0%31.924.18911,97
Federation des caisses Desjardins du Quebec2.224.4292.242.422-0,8%31.053.02911,65
FMR LLC1.944.4441.944.4440,0%27.144.43810,18
Carrera Capital Advisors1.741.835494.840+252,0%24.316.0159,12
Focus Partners Wealth1.406.7761.269.641+10,8%19.638.6007,36
HighTower Advisors, LLC1.379.56816.458+8282,4%19.258.7697,22
CIBC WORLD MARKET INC.874.397787.802+11,0%12.206.5824,58
AE Wealth Management LLC772.951402.910+91,8%10.790.4054,05
OneDigital Investment Advisors LLC594.352689.190-13,8%8.297.1473,11
Krilogy Financial LLC597.562453.901+31,7%7.678.6662,88
Crescent Grove Advisors, LLC473.8110+100,0%6.614.4022,48
Kestra Advisory Services, LLC392.471378.108+3,8%5.478.8912,05
Advisory Services Network, LLC347.457329.604+5,4%4.850.4961,82
Encompass More Asset Management280.0050+100,0%3.908.8701,47
OSAIC HOLDINGS, INC.266.78135.207+657,7%3.724.0921,40
WealthPlan Investment Management, LLC255.48880.982+215,5%3.566.6091,34
ROYAL BANK OF CANADA249.7857.151+3393,0%3.487.0001,31
PMV Capital Advisers, LLC246.621216.387+14,0%3.442.8351,29
CAPTRUST FINANCIAL ADVISORS196.782162.317+21,2%2.747.0771,03
Purpose Unlimited Inc.195.38651.227+281,4%2.717.8201,02

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓8419,4267
31.12.2025✓7712,1171
30.09.2025✓7215,4244
30.06.2025✓7712,3217
31.03.2025✓7115,9323
31.12.2024✓6718,3336

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Focus Partners Wealth1.269.64118.270.137
Carrera Capital Advisors494.8407.297.839
Hilltop Holdings Inc.282.9164.071.161
Belpointe Asset Management LLC254.9023.668.040
JANE STREET GROUP, LLC229.0643.296.231
CacheTech Inc.108.0401.554.696
WealthPlan Investment Management, LLC80.9821.165.331
Purpose Unlimited Inc.51.227728.448
NWAM LLC29.049411.334
Worth Asset Management, LLC25.282363.808

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Advisory Services Network, LLC329.604314.565+2091.7 %4.743.002
CIBC WORLD MARKET INC.787.802191.817+32.2 %11.336.471
AE Wealth Management LLC402.910178.774+79.8 %5.797.886
Krilogy Financial LLC453.90191.213+25.1 %6.427.232
QVR LLC86.01873.386+581.0 %1.237.799
OneDigital Investment Advisors LLC689.19055.609+8.8 %9.917.439
Kestra Advisory Services, LLC378.10844.538+13.4 %5.440.974
Good Steward Wealth Advisors,LLC69.31134.472+98.9 %997.385
SUSQUEHANNA INTERNATIONAL GROUP, LLP65.10826.177+67.2 %936.904
Advyzon Investment Management, LLC23.19311.636+100.7 %333.747

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
OSAIC HOLDINGS, INC.35.207-1.584.462-97.8 %506.716
HighTower Advisors, LLC16.458-811.653-98.0 %236.831
WEALTHEDGE INVESTMENT ADVISORS, LLC76.396-440.861-85.2 %1.099.338
LPL Financial LLC120.583-440.299-78.5 %1.735.195
CREATIVE FINANCIAL DESIGNS INC /ADV37.198-187.094-83.4 %535.279
ENVESTNET ASSET MANAGEMENT INC72.975-134.412-64.8 %1.050.117
TD Waterhouse Canada Inc.2.418-75.251-96.9 %34.698
Federation des caisses Desjardins du Quebec2.242.422-66.156-2.9 %32.268.453
ROYAL BANK OF CANADA7.151-50.267-87.5 %103.000
Dynamic Advisor Solutions LLC38.536-40.042-51.0 %554.533

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweck
06.05.2026Abigail P. JohnsonPassiv (13G/A)6,30 %1.944.444-2,20 pp
06.05.2026FMR LLCPassiv (13G/A)6,30 %1.944.444-2,20 pp
05.11.2025Abigail P. JohnsonPassiv (13G/A)8,50 %1.944.444-3,10 pp
05.11.2025FMR LLCPassiv (13G/A)8,50 %1.944.444-3,10 pp
08.07.2025Abigail P. JohnsonPassiv (13G)11,60 %1.944.789Neu
08.07.2025FMR LLCPassiv (13G)11,60 %1.944.789Neu

Stammdaten

Unternehmen & Branche

NameAGF Investments Trust
Ticker
CIK0001479599

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Hinweis

Erweitert ×