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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |