Blue Bell Private Wealth Management’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-215	Closed	-$2K	–	879
2022 Q2	$2K	Hold	215	–	–	﹤0.01%	678
2022 Q1	$3K	Sell	215 -635	-75%	-$8.48K	﹤0.01%	663
2021 Q4	$13K	Buy	+850	New	+$14.8K	﹤0.01%	368

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

Blue Bell Private Wealth Management sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q3 2022, closing a stake of 215 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in SPXZ in Q4 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 0 funds tracked by Wall St. Rank hold SPXZ as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 215 Morgan Creek Exos SPAC Originated ETF shares in Q3 2022, an estimated $2K.
Blue Bell Private Wealth Management first reported a position in Morgan Creek Exos SPAC Originated ETF in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Morgan Creek Exos SPAC Originated ETF position peaked at $13K in Q4 2021.
0 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q3 2022.

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