Blue Bell Private Wealth Management, LLC ETFs

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PBE Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	21	Q4 2022 Reduced 54.35%
ICLN Ishares	$0	$0 0.0% of portfolio	35	Q1 2023 Reduced 59.3%
ARKQ Ark Autonomous Technology & Ro	$0	$0 0.0% of portfolio	12	Q4 2022 Reduced 7.69%
VXF Vanguard Extended Market ETF	$0	$0 0.0% of portfolio	5	Q4 2024 Added 66.67%
ARKX Ark ETF Tr Ark Space Expl & In	$0	$0 0.0% of portfolio	51	Q1 2024 Reduced 66.23%
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	10,582	Q4 2024 Reduced 18.64%
GNOM Global X Fds Genomics & Biotec	$0	$0 0.0% of portfolio	74	Q4 2022 Reduced 54.88%
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	682	Q2 2023 New
AZAA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	4,977	Q4 2024 Reduced 0.54%
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	116,357	Q4 2024 Reduced 0.78%
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	21,023	Q4 2024 Reduced 10.17%
AZAO Aim ETF Prods Trallianzim U S	$0	$0 0.0% of portfolio	41,275	Q4 2024 Reduced 0.41%
BOTZ Global X Fds	$0	$0 0.0% of portfolio	28	Q4 2022 Reduced 87.72%
FINX Global X Fds Fintech ETF (De)	$0	$0 0.0% of portfolio	25	Q1 2022 Added 31.58%
ERTH Invesco ETF Tr Invesco Msci Su	$0	$0 0.0% of portfolio	13	Q4 2021 New
BUG Global X Fds Cybersecurity ETF	$0	$0 0.0% of portfolio	6	Q2 2024 Reduced 88.89%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	610	Q4 2024 Reduced 22.78%
ROBO Robo Global Robotics And Autom	$0	$0 0.0% of portfolio	15	Q4 2022 Reduced 83.33%
TAN Invesco ETF Tr Ii Solar ETF	$0	$0 0.0% of portfolio	13	Q4 2021 New
ROBT First Tr Exchange Traded Fd Vi	$0	$0 0.0% of portfolio	1	Q1 2024 Reduced 98.9%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$0 0.0% of portfolio	21	Q4 2023 Added 75.0%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$0 0.0% of portfolio	0	Q4 2024 New
CNRG Spdr S&P Kensho Clean Power Et	$0	$0 0.0% of portfolio	10	Q2 2023 Reduced 95.24%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.