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Starboard Invt Tr shares owned by Berman McAleer

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Berman McAleer from 13F filings

Historical chart of Berman McAleer investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Berman McAleer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-03-31 $60M 2.2M 26.62

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Starboard Invt Tr Adaptive Alpha (AGOX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

Top funds holding Starboard Invt Tr

Berman McAleer
Kestra Private Wealth Services
Ameritas Advisory Services
Envestnet Asset Management
Cetera Investment Advisers
LPL Financial
Encompass More Asset Management
WealthPlan Investment Management
UBS Group
Stratos Wealth Partners
Octavia Wealth Advisors
Partners Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Feltz Wealth PLAN

View all funds holding Starboard Invt Tr