Belpointe Asset Management’s VanEck Long Muni ETF MLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-415	Closed	-$7.47K	–	2246
2023 Q1	$7.47K	Hold	415	–	–	﹤0.01%	2862
2022 Q4	$7.25K	Buy	+415	New	+$7.1K	﹤0.01%	2775
2020 Q2	–	Sell	-10,347	Closed	-$211K	–	754
2020 Q1	$211K	Buy	+10,347	New	+$217K	0.04%	416

Other funds holding MLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Belpointe Asset Management sold out of VanEck Long Muni ETF (MLN) in Q2 2023, closing a stake of 415 shares — an estimated $7.47K sold.

Belpointe Asset Management first reported a position in MLN in Q1 2020 and held it in 3 quarters. The position peaked at $211K in Q1 2020. 82 funds tracked by Wall St. Rank hold MLN as of Q2 2023.

Belpointe Asset Management reported no remaining VanEck Long Muni ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 415 VanEck Long Muni ETF shares in Q2 2023, an estimated $7.47K.
Belpointe Asset Management first reported a position in VanEck Long Muni ETF in Q1 2020 and held it in 3 quarters.
Belpointe Asset Management's VanEck Long Muni ETF position peaked at $211K in Q1 2020.
82 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2023.

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