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Starboard Invt Tr shares owned by Prosperity Financial Group

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Prosperity Financial Group from 13F filings

Historical chart of Prosperity Financial Group investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Prosperity Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 116k 30.70
2025-06-30 $3.3M 110k 29.58
2025-03-31 $2.4M 98k 24.47

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View all positions for Prosperity Financial Group

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