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 | $25,819,707 | +4324.4% | 1,138,961 | +4415.4% | 1.29% | +1618.7% |
| Q2 2023 | $583,577 | -97.6% | 25,224 | -97.7% | 0.08% | -93.8% |
| Q1 2023 | $24,234,248 | +6.4% | 1,116,272 | +0.5% | 1.22% | +15.0% |
| Q4 2022 | $22,772,752 | +10.4% | 1,111,213 | +3.4% | 1.06% | -14.3% |
| Q3 2022 | $20,620,000 | +4.7% | 1,074,916 | +9.9% | 1.23% | +8.3% |
| Q2 2022 | $19,692,000 | -0.3% | 977,779 | +18.1% | 1.14% | +57.5% |
| Q1 2022 | $19,754,000 | +32.2% | 827,919 | +40.9% | 0.72% | +32.4% |
| Q4 2021 | $14,940,000 | – | 587,709 | – | 0.55% | – |
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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% |