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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |