BAM
MOON

Belpointe Asset Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Belpointe Asset Management’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,500
Closed -$29.6K – 3573
2023
Q1 		$29.6K Sell
2,500
-7,275
-74% -$87.8K ﹤0.01% 2062
2022
Q4 		$103K Buy
+9,775
New +$118K 0.01% 1217

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Belpointe Asset Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2023, closing a stake of 2,500 shares — an estimated $29.6K sold.

Belpointe Asset Management first reported a position in MOON in Q4 2022 and held it in 2 quarters. The position peaked at $103K in Q4 2022. 24 funds tracked by Wall St. Rank hold MOON as of Q2 2023.

  • Belpointe Asset Management reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,500 Direxion Moonshot Innovators ETF shares in Q2 2023, an estimated $29.6K.
  • Belpointe Asset Management first reported a position in Direxion Moonshot Innovators ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Direxion Moonshot Innovators ETF position peaked at $103K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2023.

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