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 | $544,402 | -3.2% | 24,011 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $562,598 | +7.5% | 24,011 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $523,269 | +6.6% | 24,011 | +0.2% | 0.04% | -2.7% |
| Q4 2022 | $491,095 | +7.0% | 23,963 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $459,000 | -4.8% | 23,963 | 0.0% | 0.04% | -22.4% |
| Q2 2022 | $482,000 | -15.6% | 23,963 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $571,000 | -5.9% | 23,963 | +0.2% | 0.05% | -2.0% |
| Q4 2021 | $607,000 | +4.7% | 23,915 | +6.0% | 0.05% | +4.2% |
| Q3 2021 | $580,000 | -1.9% | 22,560 | 0.0% | 0.05% | -18.6% |
| Q2 2021 | $591,000 | – | 22,560 | – | 0.06% | – |
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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 Partners, LLC | 911,227 | $19,928,000 | 1.38% |
| WealthPlan Investment Management, 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% |