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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,352,868 | +4.2% | 178,859 | -2.9% | 0.70% | -5.6% |
| Q3 2023 | $4,177,380 | +41.8% | 184,251 | +46.5% | 0.74% | -15.9% |
| Q2 2023 | $2,946,032 | -33.9% | 125,738 | -38.5% | 0.88% | +14.5% |
| Q1 2023 | $4,454,177 | -69.0% | 204,394 | -68.4% | 0.77% | -23.8% |
| Q4 2022 | $14,390,099 | +1.6% | 646,456 | -4.4% | 1.01% | -2.7% |
| Q3 2022 | $14,170,000 | -28.9% | 676,537 | -25.8% | 1.03% | -25.2% |
| Q1 2022 | $19,928,000 | – | 911,227 | – | 1.38% | – |
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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% |