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Belpointe Asset Management’s PSQ Holdings PSQH Stock Holding History

Belpointe Asset Management’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Sell
1,333
-37,662
-97% -$447K ﹤0.01% 1065
2025
Q4 		$602K Sell
38,995
-6,393
-14% -$158K 0.02% 598
2025
Q3 		$1.3M Sell
45,388
-1,166
-3% -$35.5K 0.05% 331
2025
Q2 		$1.43M Sell
46,554
-7,067
-13% -$216K 0.06% 263
2025
Q1 		$1.84M Buy
+53,621
New +$2.72M 0.1% 198

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM