STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,817,291 | +14.6% | 156,852 | +6.8% | 0.05% | +1.9% |
| 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 ↓ |
|---|---|---|---|
| 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% |