STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 40 filers reported holding STARBOARD INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $800,697 | -92.6% | 39,070 | -93.1% | 0.17% | -92.5% |
| Q3 2022 | $10,773,000 | -56.6% | 562,384 | -54.4% | 2.25% | -48.1% |
| Q2 2022 | $24,813,000 | +5.6% | 1,232,008 | +25.2% | 4.33% | +25.5% |
| Q1 2022 | $23,488,000 | -24.2% | 984,087 | -19.2% | 3.45% | -4.8% |
| Q4 2021 | $30,979,000 | -20.7% | 1,218,036 | -19.9% | 3.62% | -29.3% |
| Q3 2021 | $39,074,000 | -5.8% | 1,519,920 | -3.9% | 5.12% | +1.2% |
| Q2 2021 | $41,458,000 | – | 1,582,253 | – | 5.05% | – |
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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% |