Blue Bell Private Wealth Management’s Pacer Swan SOS Conservative July ETF PSCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-600	Closed	-$11K	–	734
2022 Q3	$11K	Buy	+600	New	+$11.8K	﹤0.01%	367

Other funds holding PSCJ

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Blue Bell Private Wealth Management's PSCJ Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Pacer Swan SOS Conservative July ETF (PSCJ) in Q4 2022, closing a stake of 600 shares — an estimated $11K sold.

Blue Bell Private Wealth Management first reported a position in PSCJ in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 5 funds tracked by Wall St. Rank hold PSCJ as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining Pacer Swan SOS Conservative July ETF position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 600 Pacer Swan SOS Conservative July ETF shares in Q4 2022, an estimated $11K.
Blue Bell Private Wealth Management first reported a position in Pacer Swan SOS Conservative July ETF in Q3 2022 and held it in 1 quarter.
Blue Bell Private Wealth Management's Pacer Swan SOS Conservative July ETF position peaked at $11K in Q3 2022.
5 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative July ETF as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.