Belpointe Asset Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,992	Closed	-$99.2K	–	1354
2023 Q1	$99.2K	Hold	4,992	–	–	0.01%	1310
2022 Q4	$99.5K	Buy	+4,992	New	+$100K	0.01%	1241

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

PAG

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Belpointe Asset Management sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q2 2023, closing a stake of 4,992 shares — an estimated $99.2K sold.

Belpointe Asset Management first reported a position in EIPX in Q4 2022 and held it in 2 quarters. The position peaked at $99.5K in Q4 2022. 9 funds tracked by Wall St. Rank hold EIPX as of Q2 2023.

Belpointe Asset Management reported no remaining FT Energy Income Partners Strategy ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,992 FT Energy Income Partners Strategy ETF shares in Q2 2023, an estimated $99.2K.
Belpointe Asset Management first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's FT Energy Income Partners Strategy ETF position peaked at $99.5K in Q4 2022.
9 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2023.

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