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Belpointe Asset Management’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Belpointe Asset Management’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-779
Closed -$21.6K – 3469
2023
Q1 		$21.6K Hold
779
– – ﹤0.01% 2271
2022
Q4 		$19.3K Buy
+779
New +$18.8K ﹤0.01% 2210

Other funds holding USG

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Belpointe Asset Management sold out of USCF Gold Strategy Plus Income Fund (USG) in Q2 2023, closing a stake of 779 shares — an estimated $21.6K sold.

Belpointe Asset Management first reported a position in USG in Q4 2022 and held it in 2 quarters. The position peaked at $21.6K in Q1 2023. 1 fund tracked by Wall St. Rank holds USG as of Q2 2023.

  • Belpointe Asset Management reported no remaining USCF Gold Strategy Plus Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 779 USCF Gold Strategy Plus Income Fund shares in Q2 2023, an estimated $21.6K.
  • Belpointe Asset Management first reported a position in USCF Gold Strategy Plus Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's USCF Gold Strategy Plus Income Fund position peaked at $21.6K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2023.

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