Belpointe Asset Management’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$26.9K	–	2431
2023 Q1	$26.9K	Hold	1,000	–	–	﹤0.01%	2129
2022 Q4	$23.6K	Buy	+1,000	New	+$22.7K	﹤0.01%	2066

Other funds holding OEFA

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Belpointe Asset Management sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q2 2023, closing a stake of 1,000 shares — an estimated $26.9K sold.

Belpointe Asset Management first reported a position in OEFA in Q4 2022 and held it in 2 quarters. The position peaked at $26.9K in Q1 2023. 16 funds tracked by Wall St. Rank hold OEFA as of Q2 2023.

Belpointe Asset Management reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,000 ALPS O'Shares International Developed Quality Dividend ETF shares in Q2 2023, an estimated $26.9K.
Belpointe Asset Management first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $26.9K in Q1 2023.
16 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q2 2023.

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