STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 36 filers reported holding STARBOARD INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |