Belpointe Asset Management’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$2.71K	–	3201
2023 Q1	$2.71K	Hold	100	–	–	﹤0.01%	3226
2022 Q4	$2.41K	Buy	+100	New	+$2.49K	﹤0.01%	3194

Other funds holding UBT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Belpointe Asset Management sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q2 2023, closing a stake of 100 shares — an estimated $2.71K sold.

Belpointe Asset Management first reported a position in UBT in Q4 2022 and held it in 2 quarters. The position peaked at $2.71K in Q1 2023. 8 funds tracked by Wall St. Rank hold UBT as of Q2 2023.

Belpointe Asset Management reported no remaining ProShares Ultra 20+ Year Treasury position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 100 ProShares Ultra 20+ Year Treasury shares in Q2 2023, an estimated $2.71K.
Belpointe Asset Management first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's ProShares Ultra 20+ Year Treasury position peaked at $2.71K in Q1 2023.
8 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2023.

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