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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,133,541 | +6.4% | 375,296 | -0.9% | 0.94% | -5.8% |
| Q3 2023 | $8,582,698 | +27.8% | 378,556 | +32.0% | 1.00% | +4.9% |
| Q2 2023 | $6,717,275 | -26.5% | 286,696 | -31.6% | 0.95% | -8.6% |
| Q1 2023 | $9,136,290 | -36.8% | 419,248 | -35.2% | 1.04% | +2.9% |
| Q4 2022 | $14,458,299 | -27.4% | 646,560 | -29.0% | 1.01% | -26.9% |
| Q1 2022 | $19,928,000 | -16.0% | 911,227 | -7.8% | 1.38% | -11.6% |
| Q4 2021 | $23,717,000 | +4.1% | 988,594 | +10.5% | 1.56% | +3.1% |
| Q3 2021 | $22,791,000 | +26.0% | 894,441 | +31.0% | 1.52% | +19.1% |
| Q2 2021 | $18,087,000 | – | 682,622 | – | 1.27% | – |
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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% |