Belpointe Asset Management’s High Yield ETF HYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$4.22K	–	3661
2023 Q1	$4.22K	Hold	160	–	–	﹤0.01%	3081
2022 Q4	$4.15K	Buy	+160	New	+$4.19K	﹤0.01%	3000

Other funds holding HYLD

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Belpointe Asset Management sold out of High Yield ETF (HYLD) in Q2 2023, closing a stake of 160 shares — an estimated $4.22K sold.

Belpointe Asset Management first reported a position in HYLD in Q4 2022 and held it in 2 quarters. The position peaked at $4.22K in Q1 2023. 32 funds tracked by Wall St. Rank hold HYLD as of Q2 2023.

Belpointe Asset Management reported no remaining High Yield ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 160 High Yield ETF shares in Q2 2023, an estimated $4.22K.
Belpointe Asset Management first reported a position in High Yield ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's High Yield ETF position peaked at $4.22K in Q1 2023.
32 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2023.

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