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BELMONT THETA INCOME FUND

Valued Advisers Trust

Assets: $19M Net: $18M Series: S000061578 EDGAR ↗
+9
New
-3
Exited
14
Positions
Period:
vs
Compare:
← All Funds
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 N/A N/A Jul 2024 4,796,649 +4,796,615 $4.8M +79380.5% 26.37% STIV
2 United States Treasury Bills 912797MS3 Apr 2025 3,250,000 New $3.2M 17.56% DBT
3 United States Treasury Bills 912797MG9 Apr 2025 2,950,000 New $2.9M 16.04% DBT
4 United States Treasury Bills 912797PV3 Apr 2025 3,000,000 New $2.9M 15.94% DBT
5 United States Treasury Bills 912797LB1 Jul 2024 2,800,000 $2.8M +3.7% 15.37% DBT
6 THE OPTIONS CLEARING CORPORATION SPX 2506 Jul 2024 37 New $28K 0.15% DE
7 THE OPTIONS CLEARING CORPORATION VIX 2506 Jul 2024 527 New $19K 0.11% DE
8 THE OPTIONS CLEARING CORPORATION SPX 2505 Jul 2024 38 New $17K 0.10% DE
9 THE OPTIONS CLEARING CORPORATION VIX 2505 Jul 2024 581 New $15K 0.08% DE
10 THE OPTIONS CLEARING CORPORATION SPX 2506 Jul 2024 -37 New $-207940 -1.14% DE
11 THE OPTIONS CLEARING CORPORATION SPX 2505 Jul 2024 -38 New $-208810 -1.15% DE
United States Treasury Bills 912797HE0 2,950,000 Exited $2.9M
United States Treasury Bills 912797GK7 2,700,000 Exited $2.7M
United States Treasury Bills 912797KJ5 2,700,000 Exited $2.6M