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Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Buy
4,919
+1,100
+29% +$42.9K 0.03% 275
2025
Q4 		$148K Hold
3,819
– – 0.02% 287
2025
Q3 		$144K Buy
3,819
+57
+2% +$2.1K 0.02% 284
2025
Q2 		$135K Hold
3,762
– – 0.02% 282
2025
Q1 		$126K Buy
3,762
+2,800
+291% +$95.5K 0.02% 268
2024
Q4 		$32.4K Hold
962
– – 0.01% 405
2024
Q3 		$31.7K Hold
962
– – 0.01% 420
2024
Q2 		$30.4K Hold
962
– – 0.01% 414
2024
Q1 		$29.4K Hold
962
– – 0.01% 417
2023
Q4 		$28K Sell
962
-38
-4% -$1.05K 0.01% 391
2023
Q3 		$26.8K Hold
1,000
– – 0.01% 326
2023
Q2 		$27.3K Buy
+1,000
New +$26.2K 0.01% 322

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Osaic Holdings
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LPL Financial
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NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return