Blue Bell Private Wealth Management, LLC ETFs

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IZRL Ark ETF Tr Israel Innovative T	$0	$1,000 0.0% of portfolio	93	Q4 2021 Added 55.0%
GVIP Goldman Sachs Hedge Ind Vip Et	$0	$1,000 0.0% of portfolio	12	Q1 2022 Added 9.09%
VXF Vanguard Extended Market ETF	$0	$0 0.0% of portfolio	3	Q1 2024 Reduced 91.43%
GUG Guggenheim Active Allocation Fund	$0	$0 0.0% of portfolio	0	Q3 2024 Sold Out
AZAO Aim ETF Prods Trallianzim U S	$0	$0 0.0% of portfolio	41,446	Q3 2024 Reduced 5.53%
GNOM Global X Fds Genomics & Biotec	$0	$0 0.0% of portfolio	74	Q4 2022 Reduced 54.88%
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	13,007	Q2 2024 Reduced 0.31%
FINX Global X Fds Fintech ETF (De)	$0	$0 0.0% of portfolio	25	Q1 2022 Added 31.58%
BUG Global X Fds Cybersecurity ETF	$0	$0 0.0% of portfolio	6	Q2 2024 Reduced 88.89%
BOTZ Global X Fds	$0	$0 0.0% of portfolio	28	Q4 2022 Reduced 87.72%
ARKX Ark ETF Tr Ark Space Expl & In	$0	$0 0.0% of portfolio	51	Q1 2024 Reduced 66.23%
ARKF Ark ETF Tr Fintech Innovation	$0	$0 0.0% of portfolio	32	Q1 2023 New
ROBO Robo Global Robotics And Autom	$0	$0 0.0% of portfolio	15	Q4 2022 Reduced 83.33%
ARKQ Ark Autonomous Technology & Ro	$0	$0 0.0% of portfolio	12	Q4 2022 Reduced 7.69%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	790	Q1 2024 New
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	117,273	Q3 2024 Reduced 4.84%
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	23,402	Q3 2024 Reduced 1.2%
ERTH Invesco ETF Tr Invesco Msci Su	$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%
AZAA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	5,004	Q3 2024 Reduced 0.4%
TAN Invesco ETF Tr Ii Solar ETF	$0	$0 0.0% of portfolio	13	Q4 2021 New
DWX Spdr Index Shs Fds S&P Intl Di	$0	$0 0.0% of portfolio	0	Q3 2024 New
CNRG Spdr S&P Kensho Clean Power Et	$0	$0 0.0% of portfolio	10	Q2 2023 Reduced 95.24%
ICLN Ishares	$0	$0 0.0% of portfolio	35	Q1 2023 Reduced 59.3%
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	682	Q2 2023 New

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