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Belpointe Asset Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Belpointe Asset Management’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,630
Closed -$76.2K – 1866
2023
Q1 		$76.2K Buy
3,630
+785
+28% +$16.4K ﹤0.01% 1464
2022
Q4 		$58.1K Buy
+2,845
New +$58.6K ﹤0.01% 1516

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Belpointe Asset Management sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2023, closing a stake of 3,630 shares — an estimated $76.2K sold.

Belpointe Asset Management first reported a position in IG in Q4 2022 and held it in 2 quarters. The position peaked at $76.2K in Q1 2023. 16 funds tracked by Wall St. Rank hold IG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,630 Principal Investment Grade Corporate Active ETF shares in Q2 2023, an estimated $76.2K.
  • Belpointe Asset Management first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Principal Investment Grade Corporate Active ETF position peaked at $76.2K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2023.

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