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Belpointe Asset Management’s United States 12 Month Oil Fund, USL Stock Holding History

Belpointe Asset Management’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$1.06K – 3856
2022
Q4 		$1.06K Buy
+30
New +$1.05K ﹤0.01% 3425

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Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Belpointe Asset Management's USL Position: Q1 2023 in Review

Belpointe Asset Management sold out of United States 12 Month Oil Fund, (USL) in Q1 2023, closing a stake of 30 shares — an estimated $1.06K sold.

Belpointe Asset Management first reported a position in USL in Q4 2022 and held it in 1 quarter. The position peaked at $1.06K in Q4 2022. 28 funds tracked by Wall St. Rank hold USL as of Q1 2023.

  • Belpointe Asset Management reported no remaining United States 12 Month Oil Fund, position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 30 United States 12 Month Oil Fund, shares in Q1 2023, an estimated $1.06K.
  • Belpointe Asset Management first reported a position in United States 12 Month Oil Fund, in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's United States 12 Month Oil Fund, position peaked at $1.06K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.