STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 29 filers reported holding STARBOARD INVT TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,885,000 | -7.9% | 436,002 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $10,736,000 | -1.1% | 458,210 | -8.0% | 0.00% | 0.0% |
| Q1 2023 | $10,853,000 | +6.2% | 498,029 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $10,216,000 | +2.0% | 498,504 | -4.5% | 0.00% | 0.0% |
| Q3 2022 | $10,015,000 | -6.0% | 522,110 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $10,655,000 | -33.2% | 529,042 | -20.9% | 0.00% | -25.0% |
| Q1 2022 | $15,957,000 | +9.4% | 668,780 | +16.6% | 0.00% | +33.3% |
| Q4 2021 | $14,584,000 | +11.3% | 573,722 | +12.6% | 0.00% | 0.0% |
| Q3 2021 | $13,104,000 | +0.7% | 509,508 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $13,010,000 | – | 496,555 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 736,240 | $14,123,000 | 3.82% |
| F3Logic, LLC | 562,384 | $10,773,000 | 2.25% |
| Ameritas Advisory Services, LLC | 1,074,916 | $20,620,000 | 1.23% |
| WealthPlan Investment Management, LLC | 676,537 | $14,170,000 | 1.03% |
| Empirical Asset Management, LLC | 43,954 | $843,000 | 0.92% |
| Newbridge Financial Services Group, Inc. | 75,011 | $1,439,000 | 0.85% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,831 | $591,000 | 0.55% |
| Kestra Advisory Services, LLC | 2,018,530 | $19,380,361,000 | 0.21% |
| Atria Investments, Inc | 291,077 | $5,584,000 | 0.12% |
| American Portfolios Advisors | 145,767 | $2,796,248 | 0.12% |