BAM
SNLN

Belpointe Asset Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Belpointe Asset Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,792
Closed -$85.3K – 3656
2023
Q1 		$85.3K Hold
5,792
– – ﹤0.01% 1401
2022
Q4 		$84.5K Buy
+5,792
New +$85.2K 0.01% 1335

Other funds holding SNLN

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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Belpointe Asset Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2023, closing a stake of 5,792 shares — an estimated $85.3K sold.

Belpointe Asset Management first reported a position in SNLN in Q4 2022 and held it in 2 quarters. The position peaked at $85.3K in Q1 2023. 18 funds tracked by Wall St. Rank hold SNLN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 5,792 Highland/iBoxx Senior Loan ETF shares in Q2 2023, an estimated $85.3K.
  • Belpointe Asset Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Highland/iBoxx Senior Loan ETF position peaked at $85.3K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2023.

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