Blue Bell Private Wealth Management’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-73	Closed	-$3.69K	–	733
2024 Q4	$3.69K	Hold	73	–	–	﹤0.01%	568
2024 Q3	$4.43K	Hold	73	–	–	﹤0.01%	580
2024 Q2	$3.96K	Hold	73	–	–	﹤0.01%	591
2024 Q1	$3.76K	Hold	73	–	–	﹤0.01%	595
2023 Q4	$3.71K	Hold	73	–	–	﹤0.01%	587
2023 Q3	$3.29K	Hold	73	–	–	﹤0.01%	537
2023 Q2	$3.7K	Hold	73	–	–	﹤0.01%	532
2023 Q1	$3.72K	Hold	73	–	–	﹤0.01%	498
2022 Q4	$3.54K	Hold	73	–	–	﹤0.01%	513
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	548
2022 Q2	$4K	Hold	73	–	–	﹤0.01%	544
2022 Q1	$5K	Hold	73	–	–	﹤0.01%	544
2021 Q4	$6K	Buy	+73	New	+$6.49K	﹤0.01%	493

Other funds holding EET

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Blue Bell Private Wealth Management's EET Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q1 2025, closing a stake of 73 shares — an estimated $3.69K sold.

Blue Bell Private Wealth Management first reported a position in EET in Q4 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 11 funds tracked by Wall St. Rank hold EET as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 73 ProShares Ultra MSCI Emerging Markets shares in Q1 2025, an estimated $3.69K.
Blue Bell Private Wealth Management first reported a position in ProShares Ultra MSCI Emerging Markets in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's ProShares Ultra MSCI Emerging Markets position peaked at $6K in Q4 2021.
11 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.