BTIFX
BELMONT THETA INCOME FUND
Valued Advisers Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2025 → Jul 31, 2025

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Security Shares Apr 2025 Shares Jul 2025 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 4,796,649 0 -4,796,649 0.00% -$4.80M
U.S. Treasury Bills 3,250,000 0 -3,250,000 0.00% -$3.19M
TREASURY BILL 2,950,000 0 -2,950,000 0.00% -$2.92M
WIB 0 03/19/26 3,000,000 0 -3,000,000 0.00% -$2.90M
WIB 0 05/15/25 2,800,000 0 -2,800,000 0.00% -$2.80M
Zoetis, Inc. 03/20/2026 110 Put 1,108 0 -1,108 0.00% $337.40K

No positions in this category.

No positions in this category.

No positions in this category.

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