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 | $8,478,501 | +8.7% | 373,966 | +12.3% | 0.01% | -7.1% |
| Q2 2023 | $7,800,651 | +51.0% | 332,939 | +40.4% | 0.01% | +40.0% |
| Q1 2023 | $5,167,595 | +25.9% | 237,132 | +18.4% | 0.01% | +25.0% |
| Q4 2022 | $4,103,433 | +65.3% | 200,238 | +54.7% | 0.01% | +33.3% |
| Q3 2022 | $2,483,000 | +7.4% | 129,416 | +12.7% | 0.01% | +20.0% |
| Q2 2022 | $2,312,000 | +222.9% | 114,792 | +282.6% | 0.01% | +400.0% |
| Q1 2022 | $716,000 | -79.0% | 30,002 | -77.6% | 0.00% | -83.3% |
| Q4 2021 | $3,404,000 | +39.0% | 133,909 | +40.7% | 0.01% | +20.0% |
| Q3 2021 | $2,449,000 | -2.7% | 95,182 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $2,517,000 | – | 96,054 | – | 0.01% | – |
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% |