STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 40 filers reported holding STARBOARD INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,330,042 | +2.3% | 146,878 | +5.7% | 0.05% | +2.0% |
| Q2 2023 | $3,255,288 | +13.3% | 138,937 | +5.4% | 0.05% | +6.2% |
| Q1 2023 | $2,873,174 | +6.3% | 131,845 | -0.0% | 0.05% | -2.0% |
| Q4 2022 | $2,702,455 | +6.7% | 131,868 | -0.1% | 0.05% | -26.9% |
| Q3 2022 | $2,532,000 | -6.4% | 132,003 | -1.8% | 0.07% | +8.1% |
| Q2 2022 | $2,706,000 | -14.8% | 134,366 | +0.9% | 0.06% | -1.6% |
| Q1 2022 | $3,177,000 | -4.5% | 133,139 | +1.7% | 0.06% | -6.0% |
| Q4 2021 | $3,328,000 | +4.6% | 130,908 | +5.8% | 0.07% | +8.1% |
| Q3 2021 | $3,183,000 | +2.6% | 123,741 | +4.5% | 0.06% | -15.1% |
| Q2 2021 | $3,101,000 | – | 118,361 | – | 0.07% | – |
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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% |