STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 36 filers reported holding STARBOARD INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,784,453 | -1.4% | 255,134 | +1.9% | 0.12% | -6.0% |
| Q2 2023 | $5,865,048 | +9.4% | 250,322 | +1.7% | 0.13% | -7.0% |
| Q1 2023 | $5,362,279 | +40.0% | 246,065 | +31.7% | 0.14% | +47.4% |
| Q4 2022 | $3,829,115 | +4.5% | 186,844 | -2.2% | 0.10% | -4.9% |
| Q3 2022 | $3,663,000 | -15.3% | 190,965 | -11.1% | 0.10% | -6.4% |
| Q2 2022 | $4,324,000 | -16.8% | 214,720 | -1.4% | 0.11% | -6.0% |
| Q1 2022 | $5,198,000 | -7.1% | 217,870 | -1.0% | 0.12% | -6.5% |
| Q4 2021 | $5,593,000 | -2.2% | 220,016 | -1.1% | 0.12% | -15.1% |
| Q3 2021 | $5,721,000 | -12.9% | 222,419 | -11.3% | 0.15% | -11.0% |
| Q2 2021 | $6,572,000 | – | 250,830 | – | 0.16% | – |
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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% |