SVXY β€” PROSHARES TR II

Ownership history in Belpointe Asset Management LLC  Β·  3 quarters on record

AI Ownership Summary

Belpointe Asset Management LLC reported PROSHARES TR II (SVXY) in 3 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows SVXY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SVXY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Belpointe Asset Management LLC's position in PROSHARES TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SVXY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Belpointe Asset Management LLC held SVXY β€” position size vs. price
% of Fund (quarterly)    SVXY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,044 -2,376 -37.0% 0.01% $224K 2026-02-14 (Est.) $52.08
2025 Q3 REDUCED 6,420 -2,142 -25.0% 0.01% $327K 2025-11-03 $49.89
2024 Q1 INITIATED 8,562 β€” β€” 0.07% $965K 2024-05-08 $57.63

🏒 Other funds also holding SVXY

As of 2026 Q1 β€” sorted by position size

IFS Advisors, LLC 3Y 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Belpointe Asset Management LLC and SVXY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Belpointe Asset Management LLC reported owning SVXY?

Belpointe Asset Management LLC reported SVXY across 3 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SVXY position in Belpointe Asset Management LLC's portfolio?

The largest reported portfolio weight for SVXY was 0.07% in 2024 Q1.

What is the latest reported SVXY position on this page?

The most recent filing on this page is 2025 Q4, when Belpointe Asset Management LLC reported 4,044 shares, equal to 0.01% of portfolio, with an estimated market value of $224K.

What does the chart on this SVXY ownership page compare?

The chart compares Belpointe Asset Management LLC's quarterly SVXY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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