STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 33 filers reported holding STARBOARD INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,848,221 | -1.1% | 169,733 | +2.2% | 0.02% | -11.1% |
| Q2 2023 | $3,891,161 | -12.4% | 166,076 | -18.6% | 0.03% | -18.2% |
| Q1 2023 | $4,443,736 | +41.0% | 203,915 | +32.6% | 0.03% | +26.9% |
| Q4 2022 | $3,152,490 | +202.0% | 153,828 | +182.6% | 0.03% | +100.0% |
| Q3 2022 | $1,044,000 | -6.7% | 54,426 | -2.1% | 0.01% | -7.1% |
| Q2 2022 | $1,119,000 | -75.1% | 55,570 | -70.5% | 0.01% | -74.5% |
| Q1 2022 | $4,497,000 | -17.7% | 188,479 | -12.4% | 0.06% | -17.9% |
| Q4 2021 | $5,467,000 | +285.3% | 215,048 | +289.8% | 0.07% | +252.6% |
| Q3 2021 | $1,419,000 | +275.4% | 55,165 | +282.5% | 0.02% | +280.0% |
| Q2 2021 | $378,000 | – | 14,423 | – | 0.01% | – |
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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% |