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 | 715,085 | $15,583,211 | 3.51% |
| Ameritas Advisory Services, LLC | 1,116,272 | $24,234,248 | 1.22% |
| WealthPLAN Partners, LLC | 419,248 | $9,136,290 | 1.04% |
| Empirical Asset Management, LLC | 40,548 | $883,637 | 0.84% |
| WealthPlan Investment Management, LLC | 204,394 | $4,454,177 | 0.77% |
| Newbridge Financial Services Group, Inc. | 62,761 | $1,367,694 | 0.73% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,470 | $620,922 | 0.48% |
| Kestra Advisory Services, LLC | 1,330,009 | $28,983,686 | 0.31% |
| Stratos Wealth Partners, LTD. | 246,065 | $5,362,279 | 0.14% |
| Southern Wealth Management, LLP | 14,225 | $309,993 | 0.12% |