Blue Bell Private Wealth Management’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,497	Closed	-$12K	–	877
2022 Q2	$12K	Sell	2,497 -710	-22%	-$4.3K	﹤0.01%	370
2022 Q1	$27K	Sell	3,207 -41	-1%	-$396	0.01%	290
2021 Q4	$38K	Buy	+3,248	New	+$52.4K	0.01%	232

Other funds holding PSY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Bell Private Wealth Management's PSY Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Defiance Next Gen Altered Experience ETF (PSY) in Q3 2022, closing a stake of 2,497 shares — an estimated $12K sold.

Blue Bell Private Wealth Management first reported a position in PSY in Q4 2021 and held it in 3 quarters. The position peaked at $38K in Q4 2021. 1 fund tracked by Wall St. Rank holds PSY as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Defiance Next Gen Altered Experience ETF position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,497 Defiance Next Gen Altered Experience ETF shares in Q3 2022, an estimated $12K.
Blue Bell Private Wealth Management first reported a position in Defiance Next Gen Altered Experience ETF in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Defiance Next Gen Altered Experience ETF position peaked at $38K in Q4 2021.
1 fund tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.