BAM
UBOT icon

Belpointe Asset Management’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Belpointe Asset Management’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-495
Closed -$8.9K – 3199
2023
Q1 		$8.9K Hold
495
– – ﹤0.01% 2778
2022
Q4 		$5.95K Buy
+495
New +$5.87K ﹤0.01% 2863

Other funds holding UBOT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Belpointe Asset Management sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q2 2023, closing a stake of 495 shares — an estimated $8.9K sold.

Belpointe Asset Management first reported a position in UBOT in Q4 2022 and held it in 2 quarters. The position peaked at $8.9K in Q1 2023. 9 funds tracked by Wall St. Rank hold UBOT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 495 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q2 2023, an estimated $8.9K.
  • Belpointe Asset Management first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $8.9K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q2 2023.

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