Belpointe Asset Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-541	Closed	-$11.4K	–	2479
2023 Q1	$11.4K	Hold	541	–	–	﹤0.01%	2649
2022 Q4	$11K	Buy	+541	New	+$11K	﹤0.01%	2568

Other funds holding OVB

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RFA

Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

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

Belpointe Asset Management sold out of Overlay Shares Core Bond ETF (OVB) in Q2 2023, closing a stake of 541 shares — an estimated $11.4K sold.

Belpointe Asset Management first reported a position in OVB in Q4 2022 and held it in 2 quarters. The position peaked at $11.4K in Q1 2023. 14 funds tracked by Wall St. Rank hold OVB as of Q2 2023.

Belpointe Asset Management reported no remaining Overlay Shares Core Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 541 Overlay Shares Core Bond ETF shares in Q2 2023, an estimated $11.4K.
Belpointe Asset Management first reported a position in Overlay Shares Core Bond ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Overlay Shares Core Bond ETF position peaked at $11.4K in Q1 2023.
14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2023.

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