Belpointe Asset Management’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-903	Closed	-$55.2K	–	3085
2023 Q1	$55.2K	Hold	903	–	–	﹤0.01%	1642
2022 Q4	$50K	Buy	+903	New	+$50.1K	﹤0.01%	1612

Other funds holding TDV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Belpointe Asset Management sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2023, closing a stake of 903 shares — an estimated $55.2K sold.

Belpointe Asset Management first reported a position in TDV in Q4 2022 and held it in 2 quarters. The position peaked at $55.2K in Q1 2023. 54 funds tracked by Wall St. Rank hold TDV as of Q2 2023.

Belpointe Asset Management reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 903 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2023, an estimated $55.2K.
Belpointe Asset Management first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $55.2K in Q1 2023.
54 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2023.

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