BAM
RRH

Belpointe Asset Management’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

Belpointe Asset Management’s Portfolio RRH Stock Details RRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-765
Closed -$20.5K – 3886
2022
Q4 		$20.5K Buy
+765
New +$24.9K ﹤0.01% 2165

Other funds holding RRH

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Belpointe Asset Management's RRH Position: Q1 2023 in Review

Belpointe Asset Management sold out of Advocate Rising Rate Hedge ETF (RRH) in Q1 2023, closing a stake of 765 shares — an estimated $20.5K sold.

Belpointe Asset Management first reported a position in RRH in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 3 funds tracked by Wall St. Rank hold RRH as of Q1 2023.

  • Belpointe Asset Management reported no remaining Advocate Rising Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 765 Advocate Rising Rate Hedge ETF shares in Q1 2023, an estimated $20.5K.
  • Belpointe Asset Management first reported a position in Advocate Rising Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Advocate Rising Rate Hedge ETF position peaked at $20.5K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.