AMAX — STARBOARD INVT TR

Ownership history in UBS Group AG  ·  11 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in STARBOARD INVT TR (AMAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 796 -14,204 -94.7% 0.00% $7K $7.83
2025 Q2 ADDED 15,000 +8,802 +142.0% 0.00% $118K $7.34
2025 Q1 ADDED 6,198 +53 +0.9% 0.00% $46K $6.76
2024 Q4 REDUCED 6,145 -5,898 -49.0% 0.00% $48K $6.95
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMAX price (monthly, adj. close)

Other funds also holding AMAX

As of 2025 Q4 — sorted by position size

Encompass More Asset Management 0.97% Rockport Wealth LLC 0.52% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.11% LaSalle St. Investment Advisors, LLC 3Y 0.05% Empirical Asset Management, LLC 3Y 0.03% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.01% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% Ausdal Financial Partners, Inc. 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%
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