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Starboard Invt Tr shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Starboard Invt Tr by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 12k 30.70
2025-06-30 $334k 11k 29.58
2025-03-31 $351k 13k 27.16
2024-12-31 $351k 13k 27.16
2024-09-30 $408k 14k 28.85

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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