BAM
FBGX

Belpointe Asset Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Belpointe Asset Management’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-58
Closed -$27.9K – 3580
2023
Q1 		$27.9K Hold
58
– – ﹤0.01% 2105
2022
Q4 		$21.9K Buy
+58
New +$23.1K ﹤0.01% 2116

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

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

Belpointe Asset Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2023, closing a stake of 58 shares — an estimated $27.9K sold.

Belpointe Asset Management first reported a position in FBGX in Q4 2022 and held it in 2 quarters. The position peaked at $27.9K in Q1 2023. 28 funds tracked by Wall St. Rank hold FBGX as of Q2 2023.

  • Belpointe Asset Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 58 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2023, an estimated $27.9K.
  • Belpointe Asset Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $27.9K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2023.

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