Belpointe Asset Management’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-289	Closed	-$6.51K	–	1315
2023 Q1	$6.51K	Hold	289	–	–	﹤0.01%	2909
2022 Q4	$6.38K	Buy	+289	New	+$6.36K	﹤0.01%	2827

Other funds holding DYLD

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Belpointe Asset Management sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q2 2023, closing a stake of 289 shares — an estimated $6.51K sold.

Belpointe Asset Management first reported a position in DYLD in Q4 2022 and held it in 2 quarters. The position peaked at $6.51K in Q1 2023. 26 funds tracked by Wall St. Rank hold DYLD as of Q2 2023.

Belpointe Asset Management reported no remaining LeaderShares Dynamic Yield ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 289 LeaderShares Dynamic Yield ETF shares in Q2 2023, an estimated $6.51K.
Belpointe Asset Management first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's LeaderShares Dynamic Yield ETF position peaked at $6.51K in Q1 2023.
26 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q2 2023.

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