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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savior LLC | 395,283 | $9,590,000 | 7.14% |
| Octavia Wealth Advisors, LLC | 948,908 | $22,641,000 | 5.03% |
| F3Logic, LLC | 984,087 | $23,488,000 | 3.45% |
| WealthPLAN Partners, LLC | 911,227 | $19,928,000 | 1.38% |
| WealthPlan Investment Management, LLC | 911,227 | $19,928,000 | 1.38% |
| Empirical Asset Management, LLC | 43,870 | $1,047,000 | 1.00% |
| Newbridge Financial Services Group, Inc. | 79,594 | $1,899,000 | 0.93% |
| Ameritas Advisory Services, LLC | 827,919 | $19,754,000 | 0.72% |
| FIRETHORN WEALTH PARTNERS, LLC | 34,945 | $834,000 | 0.63% |
| Kestra Advisory Services, LLC | 1,280,257 | $30,547,000 | 0.32% |