Belpointe Asset Management’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Belpointe Asset Management’s Portfolio COMB Stock Details COMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,011	Closed	-$21.5K	–	1113
2023 Q1	$21.5K	Sell	1,011 -613	-38%	-$13.2K	﹤0.01%	2275
2022 Q4	$36.5K	Buy	+1,624	New	+$47.6K	﹤0.01%	1800

Other funds holding COMB

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Belpointe Asset Management's COMB Position: Q2 2023 in Review

Belpointe Asset Management sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2023, closing a stake of 1,011 shares — an estimated $21.5K sold.

Belpointe Asset Management first reported a position in COMB in Q4 2022 and held it in 2 quarters. The position peaked at $36.5K in Q4 2022. 50 funds tracked by Wall St. Rank hold COMB as of Q2 2023.

Belpointe Asset Management reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,011 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q2 2023, an estimated $21.5K.
Belpointe Asset Management first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $36.5K in Q4 2022.
50 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.