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Starboard Invt Tr shares owned by Partners Wealth Management

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Partners Wealth Management from 13F filings

Historical chart of Partners Wealth Management investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 228k 30.70
2025-06-30 $4.5M 183k 24.38
2025-03-31 $4.5M 183k 24.47

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
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Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

Top funds holding Starboard Invt Tr

Kestra Private Wealth Services
Octavia Wealth Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers
WealthPlan Investment Management
Encompass More Asset Management
UBS Group
LPL Financial
Stratos Wealth Partners
Advisor Group Holdings
Partners Wealth Management
Feltz Wealth PLAN
Commonwealth Equity Services
Global Retirement Partners

View all funds holding Starboard Invt Tr