BAM
FPWR

Belpointe Asset Management’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Belpointe Asset Management’s Portfolio FPWR Stock Details FPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,326
Closed -$33.6K – 1329
2023
Q1 		$33.6K Hold
1,326
– – ﹤0.01% 1972
2022
Q4 		$34K Buy
+1,326
New +$33.8K ﹤0.01% 1835

Other funds holding FPWR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Belpointe Asset Management sold out of First Trust EIP Power Solutions ETF (FPWR) in Q2 2023, closing a stake of 1,326 shares — an estimated $33.6K sold.

Belpointe Asset Management first reported a position in FPWR in Q4 2022 and held it in 2 quarters. The position peaked at $34K in Q4 2022. 14 funds tracked by Wall St. Rank hold FPWR as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust EIP Power Solutions ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,326 First Trust EIP Power Solutions ETF shares in Q2 2023, an estimated $33.6K.
  • Belpointe Asset Management first reported a position in First Trust EIP Power Solutions ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust EIP Power Solutions ETF position peaked at $34K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q2 2023.

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