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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,219 | -5.6% | 24,842 | -2.5% | 0.43% | -2.9% |
| Q2 2023 | $596,758 | -3.9% | 25,470 | -10.5% | 0.44% | -8.2% |
| Q1 2023 | $620,922 | +6.2% | 28,470 | -0.2% | 0.48% | -1.8% |
| Q4 2022 | $584,831 | -1.0% | 28,537 | -7.4% | 0.49% | -10.0% |
| Q3 2022 | $591,000 | -17.1% | 30,831 | -6.6% | 0.55% | -5.2% |
| Q2 2022 | $713,000 | -14.5% | 33,006 | -5.5% | 0.58% | -8.2% |
| Q1 2022 | $834,000 | -17.1% | 34,945 | -11.7% | 0.63% | -16.2% |
| Q4 2021 | $1,006,000 | +4.7% | 39,573 | +7.9% | 0.75% | -6.3% |
| Q2 2021 | $961,000 | – | 36,692 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 736,240 | $14,123,000 | 3.82% |
| F3Logic, LLC | 562,384 | $10,773,000 | 2.25% |
| Ameritas Advisory Services, LLC | 1,074,916 | $20,620,000 | 1.23% |
| WealthPlan Investment Management, LLC | 676,537 | $14,170,000 | 1.03% |
| Empirical Asset Management, LLC | 43,954 | $843,000 | 0.92% |
| Newbridge Financial Services Group, Inc. | 75,011 | $1,439,000 | 0.85% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,831 | $591,000 | 0.55% |
| Kestra Advisory Services, LLC | 2,018,530 | $19,380,361,000 | 0.21% |
| Atria Investments, Inc | 291,077 | $5,584,000 | 0.12% |
| American Portfolios Advisors | 145,767 | $2,796,248 | 0.12% |