STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 38 filers reported holding STARBOARD INVT TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,101,772 | +21.1% | 505,862 | +11.4% | 0.01% | +25.0% |
| Q1 2024 | $11,642,931 | +7.5% | 454,270 | +2.1% | 0.00% | 0.0% |
| Q4 2023 | $10,831,735 | +15.1% | 445,075 | +7.3% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Savior LLC | 395,283 | $9,590,000 | 7.14% |
| Octavia Wealth Advisors, LLC | 948,908 | $22,641,000 | 5.03% |
| F3Logic, LLC | 984,087 | $23,488,000 | 3.45% |
| WealthPlan Investment Management, LLC | 911,227 | $19,928,000 | 1.38% |
| WealthPLAN Partners, LLC | 911,227 | $19,928,000 | 1.38% |
| Empirical Asset Management, LLC | 43,870 | $1,047,000 | 1.00% |
| Newbridge Financial Services Group, Inc. | 79,594 | $1,899,000 | 0.93% |
| Ameritas Advisory Services, LLC | 827,919 | $19,754,000 | 0.72% |
| FIRETHORN WEALTH PARTNERS, LLC | 34,945 | $834,000 | 0.63% |
| Kestra Advisory Services, LLC | 1,280,257 | $30,547,000 | 0.32% |