Belpointe Asset Management’s Dividend Performers ETF IPDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-552	Closed	-$7.97K	–	1930
2023 Q1	$7.97K	Hold	552	–	–	﹤0.01%	2827
2022 Q4	$7.35K	Buy	+552	New	+$7.46K	﹤0.01%	2766

Other funds holding IPDP

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Belpointe Asset Management sold out of Dividend Performers ETF (IPDP) in Q2 2023, closing a stake of 552 shares — an estimated $7.97K sold.

Belpointe Asset Management first reported a position in IPDP in Q4 2022 and held it in 2 quarters. The position peaked at $7.97K in Q1 2023. 3 funds tracked by Wall St. Rank hold IPDP as of Q2 2023.

Belpointe Asset Management reported no remaining Dividend Performers ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 552 Dividend Performers ETF shares in Q2 2023, an estimated $7.97K.
Belpointe Asset Management first reported a position in Dividend Performers ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Dividend Performers ETF position peaked at $7.97K in Q1 2023.
3 funds tracked by Wall St. Rank held Dividend Performers ETF as of Q2 2023.

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