BAM
LBAY icon

Belpointe Asset Management’s Leatherback Long/Short Alternative Yield ETF LBAY Stock Holding History

Belpointe Asset Management’s Portfolio LBAY Stock Details LBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,357
Closed -$187K – 3798
2022
Q4 		$187K Buy
+6,357
New +$179K 0.01% 934

Other funds holding LBAY

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $343M AUM 19.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's LBAY Position: Q1 2023 in Review

Belpointe Asset Management sold out of Leatherback Long/Short Alternative Yield ETF (LBAY) in Q1 2023, closing a stake of 6,357 shares — an estimated $187K sold.

Belpointe Asset Management first reported a position in LBAY in Q4 2022 and held it in 1 quarter. The position peaked at $187K in Q4 2022. 17 funds tracked by Wall St. Rank hold LBAY as of Q1 2023.

  • Belpointe Asset Management reported no remaining Leatherback Long/Short Alternative Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,357 Leatherback Long/Short Alternative Yield ETF shares in Q1 2023, an estimated $187K.
  • Belpointe Asset Management first reported a position in Leatherback Long/Short Alternative Yield ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Leatherback Long/Short Alternative Yield ETF position peaked at $187K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Leatherback Long/Short Alternative Yield ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.