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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → AIO
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC AIO Position History
Virtus Artificial Intelligence & Technology Opportunities Fund • Technology
Quarters held
4
Latest value
$223K
Q3 2026
Peak value
$243K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $435 |
| Q1 2026 | $155K |
| Q2 2026 | $243K |
| Q3 2026 | $223K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $223K | 9.0K | — | — |
| Q2 2026 | $243K | 8.7K | — | — |
| Q1 2026 | $155K | 7.2K | — | — |
| Q4 2025 | $435 | 20 | — | — |
Other funds holding AIO
$30.9M
$28M
$23.2M
$23M
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
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SPY
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GAM-PB
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GAM-PB
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GAM-PB
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GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM