STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 38 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 734,482 | $15,082,628 | 3.72% |
| Ameritas Advisory Services, LLC | 1,111,213 | $22,772,752 | 1.06% |
| WealthPLAN Partners, LLC | 646,560 | $14,458,299 | 1.01% |
| WealthPlan Investment Management, LLC | 646,456 | $14,390,099 | 1.01% |
| Empirical Asset Management, LLC | 43,839 | $898,410 | 0.95% |
| Newbridge Financial Services Group, Inc. | 64,756 | $1,327,083 | 0.77% |
| FIRETHORN WEALTH PARTNERS, LLC | 28,537 | $584,831 | 0.49% |
| Kestra Advisory Services, LLC | 1,279,913 | $26,230,025 | 0.23% |
| F3Logic, LLC | 39,070 | $800,697 | 0.17% |
| Gallagher Benefit Services, Inc. | 39,070 | $800,697 | 0.17% |