Belpointe Asset Management’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-900	Closed	-$22.1K	–	3645
2023 Q1	$22.1K	Hold	900	–	–	﹤0.01%	2254
2022 Q4	$22K	Buy	+900	New	+$21.7K	﹤0.01%	2113
2021 Q4	–	Sell	-6,209	Closed	-$180K	–	1267
2021 Q3	$180K	Buy	+6,209	New	+$187K	0.01%	894

Other funds holding FFTG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

Belpointe Asset Management sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q2 2023, closing a stake of 900 shares — an estimated $22.1K sold.

Belpointe Asset Management first reported a position in FFTG in Q3 2021 and held it in 3 quarters. The position peaked at $180K in Q3 2021. 8 funds tracked by Wall St. Rank hold FFTG as of Q2 2023.

Belpointe Asset Management reported no remaining FormulaFolios Tactical Growth ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 900 FormulaFolios Tactical Growth ETF shares in Q2 2023, an estimated $22.1K.
Belpointe Asset Management first reported a position in FormulaFolios Tactical Growth ETF in Q3 2021 and held it in 3 quarters.
Belpointe Asset Management's FormulaFolios Tactical Growth ETF position peaked at $180K in Q3 2021.
8 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q2 2023.

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