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Starboard Invt Tr shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Starboard Invt Tr by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 7.7k 30.70

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View all positions for Summit Financial

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