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Sprott Focus Tr shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Sprott Focus Tr (FUND) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Sprott Focus Tr

Tip: Access up to 7 years of quarterly data

All positions including Sprott Focus Tr held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sprott Focus Tr by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $103k 13k 8.04
2023-12-31 $28k 3.5k 8.00
2021-12-31 $128k 15k 8.62
2021-09-30 $287k 35k 8.28
2021-06-30 $454k 53k 8.50
2021-03-31 $421k 54k 7.80

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Sprott Focus Tr

Shaker Financial Services
Royal Bank of Canada
Essex Financial Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Sapient Capital
Wolverine Asset Management
Landscape Capital Management
Lodestar Private Asset Management
CNH Partners
Elequin Capital
Bank of America Corporation
Level Four Advisory Services

View all funds holding Sprott Focus Tr