STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 736,240 | $14,123,000 | 3.82% |
| F3Logic, LLC | 562,384 | $10,773,000 | 2.25% |
| Ameritas Advisory Services, LLC | 1,074,916 | $20,620,000 | 1.23% |
| WealthPlan Investment Management, LLC | 676,537 | $14,170,000 | 1.03% |
| Empirical Asset Management, LLC | 43,954 | $843,000 | 0.92% |
| Newbridge Financial Services Group, Inc. | 75,011 | $1,439,000 | 0.85% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,831 | $591,000 | 0.55% |
| Kestra Advisory Services, LLC | 2,018,530 | $19,380,361,000 | 0.21% |
| Atria Investments, Inc | 291,077 | $5,584,000 | 0.12% |
| American Portfolios Advisors | 145,767 | $2,796,248 | 0.12% |