Blue Bell Private Wealth Management’s Global X Internet of Things ETF SNSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25	Closed	-$723	–	703
2022 Q4	$723	Hold	25	–	–	﹤0.01%	658
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	710
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	761
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	827
2021 Q4	$1K	Buy	+25	New	+$954	﹤0.01%	809

Other funds holding SNSR

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Bell Private Wealth Management's SNSR Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Global X Internet of Things ETF (SNSR) in Q1 2023, closing a stake of 25 shares — an estimated $723 sold.

Blue Bell Private Wealth Management first reported a position in SNSR in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 97 funds tracked by Wall St. Rank hold SNSR as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Global X Internet of Things ETF position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 25 Global X Internet of Things ETF shares in Q1 2023, an estimated $723.
Blue Bell Private Wealth Management first reported a position in Global X Internet of Things ETF in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's Global X Internet of Things ETF position peaked at $1K in Q3 2022.
97 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.