Belpointe Asset Management’s Northern Trust International Quality Dividend Dynamic ETF IQDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,582	Closed	-$41.6K	–	1936
2023 Q1	$41.6K	Buy	1,582 +2	+0.1%	+$52	﹤0.01%	1815
2022 Q4	$38.2K	Buy	+1,580	New	+$36.3K	﹤0.01%	1776

Other funds holding IQDY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

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

Belpointe Asset Management sold out of Northern Trust International Quality Dividend Dynamic ETF (IQDY) in Q2 2023, closing a stake of 1,582 shares — an estimated $41.6K sold.

Belpointe Asset Management first reported a position in IQDY in Q4 2022 and held it in 2 quarters. The position peaked at $41.6K in Q1 2023. 24 funds tracked by Wall St. Rank hold IQDY as of Q2 2023.

Belpointe Asset Management reported no remaining Northern Trust International Quality Dividend Dynamic ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,582 Northern Trust International Quality Dividend Dynamic ETF shares in Q2 2023, an estimated $41.6K.
Belpointe Asset Management first reported a position in Northern Trust International Quality Dividend Dynamic ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Northern Trust International Quality Dividend Dynamic ETF position peaked at $41.6K in Q1 2023.
24 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q2 2023.

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