Blue Bell Private Wealth Management’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ANEW Stock Details ANEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04K	Hold	23	–	–	﹤0.01%	677
2025 Q4	$1.16K	Hold	23	–	–	﹤0.01%	670
2025 Q3	$1.19K	Hold	23	–	–	﹤0.01%	670
2025 Q2	$1.15K	Hold	23	–	–	﹤0.01%	666
2025 Q1	$1.03K	Hold	23	–	–	﹤0.01%	663
2024 Q4	$1.04K	Hold	23	–	–	﹤0.01%	622
2024 Q3	$1.04K	Hold	23	–	–	﹤0.01%	643
2024 Q2	$970	Hold	23	–	–	﹤0.01%	667
2024 Q1	$956	Hold	23	–	–	﹤0.01%	681
2023 Q4	$878	Hold	23	–	–	﹤0.01%	679
2023 Q3	$787	Hold	23	–	–	﹤0.01%	639
2023 Q2	$845	Hold	23	–	–	﹤0.01%	648
2023 Q1	$802	Hold	23	–	–	﹤0.01%	629
2022 Q4	$722	Hold	23	–	–	﹤0.01%	659
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	641
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	684
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	748
2021 Q4	$1K	Buy	+23	New	+$1.05K	﹤0.01%	744

Other funds holding ANEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Blue Bell Private Wealth Management's ANEW Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its ProShares MSCI Transformational Changes ETF (ANEW) position steady in Q1 2026 at 23 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Blue Bell Private Wealth Management first reported a position in ANEW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19K in Q3 2025. 12 funds tracked by Wall St. Rank hold ANEW as of Q1 2026.

Blue Bell Private Wealth Management held 23 shares of ProShares MSCI Transformational Changes ETF worth $1.04K as of Q1 2026.
Blue Bell Private Wealth Management left its ProShares MSCI Transformational Changes ETF share count unchanged in Q1 2026.
ProShares MSCI Transformational Changes ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #677 holding.
Blue Bell Private Wealth Management first reported a position in ProShares MSCI Transformational Changes ETF in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's ProShares MSCI Transformational Changes ETF position peaked at $1.19K in Q3 2025.
12 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.