Belpointe Asset Management’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-40	Closed	-$1.27K	–	3592
2023 Q1	$1.27K	Hold	40	–	–	﹤0.01%	3428
2022 Q4	$1.27K	Buy	+40	New	+$1.28K	﹤0.01%	3389

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

Belpointe Asset Management sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2023, closing a stake of 40 shares — an estimated $1.27K sold.

Belpointe Asset Management first reported a position in CSML in Q4 2022 and held it in 2 quarters. The position peaked at $1.27K in Q4 2022. 21 funds tracked by Wall St. Rank hold CSML as of Q2 2023.

Belpointe Asset Management reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 40 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2023, an estimated $1.27K.
Belpointe Asset Management first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $1.27K in Q4 2022.
21 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2023.

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