Belpointe Asset Management’s PL Growth and Income ETF PLGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.9M	Buy	2,391,238 +701,879	+42%	+$17.5M	2.11%	5
2025 Q4	$42.4M	Buy	+1,689,359	New	+$42.5M	1.53%	8

Other funds holding PLGI

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

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

Belpointe Asset Management's PLGI Position: Q1 2026 in Review

Belpointe Asset Management increased its PL Growth and Income ETF (PLGI) stake by 42% in Q1 2026, buying an estimated $17.5M and bringing the position to 2,391,238 shares worth $57.9M. The position accounts for 2.11% of the portfolio, ranked #5.

Belpointe Asset Management first reported a position in PLGI in Q4 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PLGI as of Q1 2026.

Belpointe Asset Management held 2,391,238 shares of PL Growth and Income ETF worth $57.9M as of Q1 2026.
Belpointe Asset Management bought 701,879 PL Growth and Income ETF shares in Q1 2026, an estimated $17.5M.
PL Growth and Income ETF made up 2.11% of Belpointe Asset Management's portfolio in Q1 2026, its #5 holding.
Belpointe Asset Management first reported a position in PL Growth and Income ETF in Q4 2025 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held PL Growth and Income ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.