Belpointe Asset Management’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-335	Closed	-$18.3K	–	3870
2022 Q4	$18.3K	Buy	+335	New	+$18.9K	﹤0.01%	2248
2022 Q2	–	Sell	-2,631	Closed	-$158K	–	1289
2022 Q1	$158K	Hold	2,631	–	–	0.01%	1013
2021 Q4	$169K	Buy	+2,631	New	+$166K	0.01%	963

Other funds holding CSF

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWP

Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return

Belpointe Asset Management's CSF Position: Q1 2023 in Review

Belpointe Asset Management sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2023, closing a stake of 335 shares — an estimated $18.3K sold.

Belpointe Asset Management first reported a position in CSF in Q4 2021 and held it in 3 quarters. The position peaked at $169K in Q4 2021. 30 funds tracked by Wall St. Rank hold CSF as of Q1 2023.

Belpointe Asset Management reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 335 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $18.3K.
Belpointe Asset Management first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q4 2021 and held it in 3 quarters.
Belpointe Asset Management's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $169K in Q4 2021.
30 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.