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 | $31,020,467 | -3.8% | 1,368,216 | -0.6% | 0.30% | -5.6% |
| Q2 2023 | $32,244,460 | +11.3% | 1,376,204 | +3.5% | 0.32% | +2.9% |
| Q1 2023 | $28,983,686 | +10.5% | 1,330,009 | +3.9% | 0.31% | +34.8% |
| Q4 2022 | $26,230,025 | -99.9% | 1,279,913 | -36.6% | 0.23% | +12.6% |
| Q3 2022 | $19,380,361,000 | +69925.9% | 2,018,530 | +46.9% | 0.21% | -27.1% |
| Q2 2022 | $27,676,000 | -9.4% | 1,374,164 | +7.3% | 0.28% | -10.7% |
| Q1 2022 | $30,547,000 | +47.0% | 1,280,257 | +56.6% | 0.32% | +51.4% |
| Q4 2021 | $20,784,000 | – | 817,636 | – | 0.21% | – |
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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% |