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 | $1,265,154 | -10.3% | 55,802 | -7.3% | 0.64% | -7.7% |
| Q2 2023 | $1,409,713 | +3.1% | 60,167 | -4.1% | 0.69% | -5.1% |
| Q1 2023 | $1,367,694 | +3.1% | 62,761 | -3.1% | 0.73% | -5.2% |
| Q4 2022 | $1,327,083 | -7.8% | 64,756 | -13.7% | 0.77% | -9.5% |
| Q3 2022 | $1,439,000 | -9.1% | 75,011 | -4.6% | 0.85% | -13.9% |
| Q2 2022 | $1,583,000 | -16.6% | 78,621 | -1.2% | 0.98% | +5.4% |
| Q1 2022 | $1,899,000 | -6.8% | 79,594 | -0.7% | 0.93% | -3.0% |
| Q4 2021 | $2,038,000 | -3.3% | 80,154 | -2.1% | 0.96% | -27.0% |
| Q3 2021 | $2,107,000 | -3.9% | 81,902 | -2.1% | 1.32% | -2.0% |
| Q2 2021 | $2,193,000 | – | 83,683 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Octavia Wealth Advisors, LLC | 718,332 | $16,286,163 | 3.30% |
| Ameritas Advisory Services, LLC | 1,138,961 | $25,819,707 | 1.29% |
| WealthPLAN Partners, LLC | 378,556 | $8,582,698 | 1.00% |
| Empirical Asset Management, LLC | 43,076 | $976,632 | 0.85% |
| WealthPlan Investment Management, LLC | 184,251 | $4,177,380 | 0.74% |
| Newbridge Financial Services Group, Inc. | 55,802 | $1,265,154 | 0.64% |
| FIRETHORN WEALTH PARTNERS, LLC | 24,842 | $563,219 | 0.43% |
| Savior LLC | 2,511 | $56,925 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 439,116 | $9,955,726 | 0.31% |
| Kestra Advisory Services, LLC | 1,368,216 | $31,020,467 | 0.30% |