Belpointe Asset Management’s Nelson Select ETF NELS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.4M	Buy	1,859,268 +146,516	+9%	+$4.04M	1.75%	7
2026 Q1	$42.4M	Buy	1,712,752 +126,709	+8%	+$3.28M	1.55%	8
2025 Q4	$40.9M	Buy	+1,586,043	New	+$40.6M	1.48%	10

Other funds holding NELS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Belpointe Asset Management's NELS Position: Q2 2026 in Review

Belpointe Asset Management increased its Nelson Select ETF (NELS) stake by 8.6% in Q2 2026, buying an estimated $4.04M and bringing the position to 1,859,268 shares worth $53.4M. The position accounts for 1.75% of the portfolio, ranked #7.

Belpointe Asset Management first reported a position in NELS in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold NELS as of Q2 2026.

Belpointe Asset Management held 1,859,268 shares of Nelson Select ETF worth $53.4M as of Q2 2026.
Belpointe Asset Management bought 146,516 Nelson Select ETF shares in Q2 2026, an estimated $4.04M.
Nelson Select ETF made up 1.75% of Belpointe Asset Management's portfolio in Q2 2026, its #7 holding.
Belpointe Asset Management first reported a position in Nelson Select ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Nelson Select ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.