STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 36 filers reported holding STARBOARD INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,925 | -3.2% | 2,511 | 0.0% | 0.40% | +66.0% |
| Q2 2023 | $58,827 | +7.5% | 2,511 | 0.0% | 0.24% | +428.9% |
| Q1 2023 | $54,715 | +3.8% | 2,511 | -2.3% | 0.04% | -4.3% |
| Q4 2022 | $52,690 | +5.4% | 2,571 | -1.0% | 0.05% | 0.0% |
| Q3 2022 | $50,000 | -28.6% | 2,598 | -25.2% | 0.05% | -26.6% |
| Q2 2022 | $70,000 | -99.3% | 3,473 | -99.1% | 0.06% | -99.1% |
| Q1 2022 | $9,590,000 | -19.6% | 395,283 | -16.0% | 7.14% | +1603.1% |
| Q4 2021 | $11,926,000 | +27.6% | 470,628 | +29.5% | 0.42% | -95.6% |
| Q3 2021 | $9,347,000 | – | 363,432 | – | 9.58% | – |
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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% |