STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 28 filers reported holding STARBOARD INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $53 | -97.1% | 2 | -97.7% | 0.00% | -100.0% |
| Q4 2022 | $1,812 | -9.4% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 88 | -45.3% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | -88.0% | 161 | -84.4% | 0.00% | -85.7% |
| Q1 2022 | $25,000 | -99.1% | 1,033 | -99.1% | 0.01% | -99.1% |
| Q4 2021 | $2,926,000 | +11.9% | 115,095 | +13.1% | 1.64% | +6.8% |
| Q3 2021 | $2,616,000 | +5.0% | 101,719 | +7.0% | 1.54% | +3.6% |
| Q2 2021 | $2,492,000 | – | 95,102 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 965,396 | $19,440,000 | 5.09% |
| F3Logic, LLC | 1,232,008 | $24,813,000 | 4.33% |
| Ameritas Advisory Services, LLC | 977,779 | $19,692,000 | 1.14% |
| Newbridge Financial Services Group, Inc. | 78,621 | $1,583,000 | 0.98% |
| Empirical Asset Management, LLC | 43,621 | $879,000 | 0.93% |
| FIRETHORN WEALTH PARTNERS, LLC | 33,006 | $713,000 | 0.58% |
| Kestra Advisory Services, LLC | 1,374,164 | $27,676,000 | 0.28% |
| Atria Investments, Inc | 417,349 | $8,405,000 | 0.18% |
| Advisor Resource Council | 73,143 | $1,473,000 | 0.14% |
| Stratos Wealth Partners, LTD. | 214,720 | $4,324,000 | 0.11% |