BAM
LEAD

Belpointe Asset Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Belpointe Asset Management’s Portfolio LEAD Stock Details LEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-461
Closed -$22.5K – 3799
2022
Q4 		$22.5K Buy
+461
New +$22.7K ﹤0.01% 2104

Other funds holding LEAD

JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Belpointe Asset Management sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q1 2023, closing a stake of 461 shares — an estimated $22.5K sold.

Belpointe Asset Management first reported a position in LEAD in Q4 2022 and held it in 1 quarter. The position peaked at $22.5K in Q4 2022. 24 funds tracked by Wall St. Rank hold LEAD as of Q1 2023.

  • Belpointe Asset Management reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 461 Siren DIVCON Leaders Dividend ETF shares in Q1 2023, an estimated $22.5K.
  • Belpointe Asset Management first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Siren DIVCON Leaders Dividend ETF position peaked at $22.5K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2023.

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