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Belpointe Asset Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Belpointe Asset Management’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,377
Closed -$588K – 748
2023
Q3 		$588K Buy
+14,377
New +$612K 0.06% 295

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Belpointe Asset Management's PSC Position: Q4 2023 in Review

Belpointe Asset Management sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q4 2023, closing a stake of 14,377 shares — an estimated $588K sold.

Belpointe Asset Management first reported a position in PSC in Q3 2023 and held it in 1 quarter. The position peaked at $588K in Q3 2023. 16 funds tracked by Wall St. Rank hold PSC as of Q4 2023.

  • Belpointe Asset Management reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 14,377 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2023, an estimated $588K.
  • Belpointe Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $588K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.