Blue Bell Private Wealth Management, LLC New Holdings in Q4 2024

Blue Bell Private Wealth Management, LLC

  • $500 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.7K
New
$26.5 - $28.18 $125K - $132K
4.7K $129K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.2K
New
$8.17 - $8.66 $99.6K - $106K
12.2K $99K
HGLB
Highland Global Allocation Fund

N/A
13.4K
New
$6.79 - $8.0 $91K - $107K
13.4K $91K
CHW
Calamos Global Dynamic Income Fund

Financial Services
12.8K
New
$6.75 - $7.33 $86.1K - $93.5K
12.8K $86K
QJUN
First Tr ETF
2.57K
New
$26.78 - $28.75 $68.9K - $74K
2.57K $72K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
5.51K
New
$7.13 - $7.87 $39.3K - $43.4K
5.51K $39K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
400
New
$23.63 - $26.47 $9.45K - $10.6K
400 $9K
PCQ
Pimco California Municipal Income Fund

Financial Services
910
New
$8.97 - $10.18 $8.16K - $9.26K
910 $8K
PNF
Pimco New York Municipal Income Fund

Financial Services
410
New
$7.4 - $8.37 $3.03K - $3.43K
410 $3K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
325
New
$7.02 - $7.61 $2.28K - $2.47K
325 $2K
Yieldmax Coin Option Income Strategy ETF
20
New
N/A
20 $0
Yieldmax Dis Option Income Strategy ETF
30
New
N/A
30 $0
Arista Networks Inc Com Shs
1.62K
New
N/A
1.62K $0
Yieldmax Googl Option Income Strategy ETF
67
New
N/A
67 $0
Yieldmax Magnificent 7 Fund Of Option Income Etfs
64
New
N/A
64 $0
Yieldmax Nflx Option Income Strategy ETF
43
New
N/A
43 $0
Yieldmax Nvda Option Income Strategy ETF
46
New
N/A
46 $0
Yieldmax Amd Option Income Strategy ETF
20
New
N/A
20 $0
Yieldmax Ai Option Income Strategy ETF
40
New
N/A
40 $0
Yieldmax Aapl Option Income Strategy ETF
52
New
N/A
52 $0
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
0
New
$34.74 - $38.36 $0 - $0
0 $0
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
0
New
$8.2 - $9.12 $0 - $0
0 $0
PMM
Putnam Managed Municipal Income Trust

Financial Services
20
New
$5.97 - $6.52 $119 - $130
20 $0
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
10
New
$8.65 - $9.34 $86.5 - $93.4
10 $0
Luminar Technologies Inc Com New Cl A
136
New
N/A
136 $0
Innovator U.S. Small Cap Power Buffer ETF September
8.9K
New
N/A
8.9K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
1.39K
New
N/A
1.39K $0
Yieldmax Tsla Option Income Strategy ETF
55
New
N/A
55 $0
Activity Summary
Buys All Purchases 193 New Holdings 29 Increased Positions 164 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 1 Puts 0
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