STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 28 filers reported holding STARBOARD INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,406,990 | +11.9% | 414,913 | +15.6% | 0.00% | 0.0% |
| Q2 2023 | $8,407,172 | +5.1% | 358,821 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $8,000,432 | +51.8% | 367,125 | +42.7% | 0.00% | +33.3% |
| Q4 2022 | $5,271,935 | +13.1% | 257,248 | +5.8% | 0.00% | 0.0% |
| Q3 2022 | $4,663,000 | +5.6% | 243,066 | +10.8% | 0.00% | +50.0% |
| Q2 2022 | $4,416,000 | +29.8% | 219,277 | +53.8% | 0.00% | 0.0% |
| Q1 2022 | $3,402,000 | +1.1% | 142,596 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $3,364,000 | +107.0% | 132,351 | +109.5% | 0.00% | +100.0% |
| Q3 2021 | $1,625,000 | +30.2% | 63,185 | +32.7% | 0.00% | 0.0% |
| Q2 2021 | $1,248,000 | – | 47,616 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 734,482 | $15,082,628 | 3.72% |
| Ameritas Advisory Services, LLC | 1,111,213 | $22,772,752 | 1.06% |
| WealthPLAN Partners, LLC | 646,560 | $14,458,299 | 1.01% |
| WealthPlan Investment Management, LLC | 646,456 | $14,390,099 | 1.01% |
| Empirical Asset Management, LLC | 43,839 | $898,410 | 0.95% |
| Newbridge Financial Services Group, Inc. | 64,756 | $1,327,083 | 0.77% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,537 | $584,831 | 0.49% |
| Kestra Advisory Services, LLC | 1,279,913 | $26,230,025 | 0.23% |
| F3Logic, LLC | 39,070 | $800,697 | 0.17% |
| Gallagher Benefit Services, Inc. | 39,070 | $800,697 | 0.17% |