Belpointe Asset Management’s Global X SuperDividend US ETF DIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,629	Closed	-$133K	–	1251
2023 Q1	$133K	Sell	7,629 -6,546	-46%	-$121K	0.01%	1151
2022 Q4	$266K	Buy	14,175 +4	+0%	+$75	0.02%	764
2022 Q3	$250K	Buy	14,171 +4	+0%	+$79	0.02%	752
2022 Q2	$275K	Buy	14,167 +4	+0%	+$82	0.02%	712
2022 Q1	$298K	Buy	14,163 +247	+2%	+$5.1K	0.02%	727
2021 Q4	$289K	Hold	13,916	–	–	0.02%	733
2021 Q3	$270K	Hold	13,916	–	–	0.02%	735
2021 Q2	$278K	Buy	13,916 +6,550	+89%	+$131K	0.02%	700
2021 Q1	$143K	Hold	7,366	–	–	0.01%	870
2020 Q4	$124K	Hold	7,366	–	–	0.01%	871
2020 Q3	$111K	Sell	7,366 -518	-7%	-$8.03K	0.01%	742
2020 Q2	$118K	Buy	7,884 +12	+0.2%	+$176	0.02%	666
2020 Q1	$101K	Buy	7,872 +70	+0.9%	+$1.43K	0.02%	614
2019 Q4	$185K	Sell	7,802 -100	-1%	-$2.34K	0.02%	564
2019 Q3	$186K	Buy	+7,902	New	+$181K	0.03%	488

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Belpointe Asset Management sold out of Global X SuperDividend US ETF (DIV) in Q2 2023, closing a stake of 7,629 shares — an estimated $133K sold.

Belpointe Asset Management first reported a position in DIV in Q3 2019 and held it in 15 quarters. The position peaked at $298K in Q1 2022. 105 funds tracked by Wall St. Rank hold DIV as of Q2 2023.

Belpointe Asset Management reported no remaining Global X SuperDividend US ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 7,629 Global X SuperDividend US ETF shares in Q2 2023, an estimated $133K.
Belpointe Asset Management first reported a position in Global X SuperDividend US ETF in Q3 2019 and held it in 15 quarters.
Belpointe Asset Management's Global X SuperDividend US ETF position peaked at $298K in Q1 2022.
105 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2023.

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