Blue Bell Private Wealth Management’s VanEck Social Sentiment ETF BUZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$1.87K	–	728
2023 Q4	$1.87K	Hold	100	–	–	﹤0.01%	628
2023 Q3	$1.54K	Hold	100	–	–	﹤0.01%	593
2023 Q2	$1.64K	Hold	100	–	–	﹤0.01%	596
2023 Q1	$1.49K	Hold	100	–	–	﹤0.01%	574
2022 Q4	$1.22K	Hold	100	–	–	﹤0.01%	614
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	652
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	696
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	672
2021 Q4	$2K	Buy	+100	New	+$2.51K	﹤0.01%	659

Other funds holding BUZZ

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Blue Bell Private Wealth Management's BUZZ Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of VanEck Social Sentiment ETF (BUZZ) in Q1 2024, closing a stake of 100 shares — an estimated $1.87K sold.

Blue Bell Private Wealth Management first reported a position in BUZZ in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 40 funds tracked by Wall St. Rank hold BUZZ as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining VanEck Social Sentiment ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 100 VanEck Social Sentiment ETF shares in Q1 2024, an estimated $1.87K.
Blue Bell Private Wealth Management first reported a position in VanEck Social Sentiment ETF in Q4 2021 and held it in 9 quarters.
Blue Bell Private Wealth Management's VanEck Social Sentiment ETF position peaked at $2K in Q1 2022.
40 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.