Belpointe Asset Management’s SoFi Weekly Dividend ETF WKLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$139	–	3611
2023 Q1	$139	Buy	+3	New	+$140	﹤0.01%	3701

Other funds holding WKLY

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Belpointe Asset Management sold out of SoFi Weekly Dividend ETF (WKLY) in Q2 2023, closing a stake of 3 shares — an estimated $139 sold.

Belpointe Asset Management first reported a position in WKLY in Q1 2023 and held it in 1 quarter. The position peaked at $139 in Q1 2023. 4 funds tracked by Wall St. Rank hold WKLY as of Q2 2023.

Belpointe Asset Management reported no remaining SoFi Weekly Dividend ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3 SoFi Weekly Dividend ETF shares in Q2 2023, an estimated $139.
Belpointe Asset Management first reported a position in SoFi Weekly Dividend ETF in Q1 2023 and held it in 1 quarter.
Belpointe Asset Management's SoFi Weekly Dividend ETF position peaked at $139 in Q1 2023.
4 funds tracked by Wall St. Rank held SoFi Weekly Dividend ETF as of Q2 2023.

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