SkyView Investment Advisors’s TruGolf TRUG Stock Holding History

SkyView Investment Advisors’s Portfolio TRUG Stock Details TRUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2	Closed	-$4K	–	340
2025 Q1	$4K	Hold	2	–	–	﹤0.01%	293
2024 Q4	$7K	Hold	2	–	–	﹤0.01%	255
2024 Q3	$9K	Hold	2	–	–	﹤0.01%	259
2024 Q2	$11K	Hold	2	–	–	﹤0.01%	295
2024 Q1	$13K	Buy	+2	New	+$40K	﹤0.01%	281
2023 Q3	–	Sell	-20	Closed	-$1.13M	–	771
2023 Q2	$1.13M	Hold	20	–	–	0.28%	104
2023 Q1	$1.11M	Hold	20	–	–	0.26%	101
2022 Q4	$1.06M	Hold	20	–	–	0.32%	90
2022 Q3	$1M	Hold	20	–	–	0.29%	104
2022 Q2	$991K	Hold	20	–	–	0.26%	124
2022 Q1	$987K	Hold	20	–	–	0.23%	136
2021 Q4	$982K	Buy	+20	New	+$985K	0.22%	121

Other funds holding TRUG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SkyView Investment Advisors's TRUG Position: Q2 2025 in Review

SkyView Investment Advisors sold out of TruGolf (TRUG) in Q2 2025, closing a stake of 2 shares — an estimated $4K sold.

SkyView Investment Advisors first reported a position in TRUG in Q4 2021 and held it in 12 quarters. The position peaked at $1.13M in Q2 2023. 2 funds tracked by Wall St. Rank hold TRUG as of Q2 2025.

SkyView Investment Advisors reported no remaining TruGolf position as of Q2 2025 after selling out during the quarter.
SkyView Investment Advisors sold 2 TruGolf shares in Q2 2025, an estimated $4K.
SkyView Investment Advisors first reported a position in TruGolf in Q4 2021 and held it in 12 quarters.
SkyView Investment Advisors's TruGolf position peaked at $1.13M in Q2 2023.
2 funds tracked by Wall St. Rank held TruGolf as of Q2 2025.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.