STARBOARD INVT TR's ticker is AGOX and the CUSIP is 85521B742. A total of 39 filers reported holding STARBOARD INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |