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Belpointe Asset Management’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Belpointe Asset Management’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,688
Closed -$731K – 902
2024
Q1 		$731K Buy
18,688
+1,930
+12% +$75K 0.05% 349
2023
Q4 		$640K Buy
16,758
+3,174
+23% +$102K 0.06% 303
2023
Q3 		$405K Buy
+13,584
New +$422K 0.04% 393
2023
Q2 		– Sell
-1,520
Closed -$42.2K – 2159
2023
Q1 		$42.2K Sell
1,520
-2,215
-59% -$57.1K ﹤0.01% 1807
2022
Q4 		$85.4K Sell
3,735
-4,421
-54% -$108K 0.01% 1327
2022
Q3 		$215K Buy
8,156
+2,171
+36% +$64.4K 0.01% 801
2022
Q2 		$162K Buy
+5,985
New +$180K 0.01% 907

Other funds holding LRNZ

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Belpointe Asset Management's LRNZ Position: Q2 2024 in Review

Belpointe Asset Management sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q2 2024, closing a stake of 18,688 shares — an estimated $731K sold.

Belpointe Asset Management first reported a position in LRNZ in Q2 2022 and held it in 7 quarters. The position peaked at $731K in Q1 2024. 23 funds tracked by Wall St. Rank hold LRNZ as of Q2 2024.

  • Belpointe Asset Management reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 18,688 TrueShares Technology AI & Deep Learning ETF shares in Q2 2024, an estimated $731K.
  • Belpointe Asset Management first reported a position in TrueShares Technology AI & Deep Learning ETF in Q2 2022 and held it in 7 quarters.
  • Belpointe Asset Management's TrueShares Technology AI & Deep Learning ETF position peaked at $731K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.