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Belpointe Asset Management’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Belpointe Asset Management’s Portfolio DIVS Stock Details DIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,342
Closed -$32.7K – 1253
2023
Q1 		$32.7K Hold
1,342
– – ﹤0.01% 1996
2022
Q4 		$31K Buy
+1,342
New +$30.8K ﹤0.01% 1885

Other funds holding DIVS

Commonwealth Equity Services
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Belpointe Asset Management sold out of Guinness Atkinson Dividend Builder ETF (DIVS) in Q2 2023, closing a stake of 1,342 shares — an estimated $32.7K sold.

Belpointe Asset Management first reported a position in DIVS in Q4 2022 and held it in 2 quarters. The position peaked at $32.7K in Q1 2023. 14 funds tracked by Wall St. Rank hold DIVS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Guinness Atkinson Dividend Builder ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,342 Guinness Atkinson Dividend Builder ETF shares in Q2 2023, an estimated $32.7K.
  • Belpointe Asset Management first reported a position in Guinness Atkinson Dividend Builder ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Guinness Atkinson Dividend Builder ETF position peaked at $32.7K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q2 2023.

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