BCWM
CNAV

Bartlett & Co Wealth Management’s Mohr Company Nav ETF CNAV Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CNAV Stock Details CNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$818 – 1348
2025
Q1 		$818 Buy
+36
New +$951 ﹤0.01% 1127

Other funds holding CNAV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's CNAV Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Mohr Company Nav ETF (CNAV) in Q2 2025, closing a stake of 36 shares — an estimated $818 sold.

Bartlett & Co Wealth Management first reported a position in CNAV in Q1 2025 and held it in 1 quarter. The position peaked at $818 in Q1 2025. 5 funds tracked by Wall St. Rank hold CNAV as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Mohr Company Nav ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 36 Mohr Company Nav ETF shares in Q2 2025, an estimated $818.
  • Bartlett & Co Wealth Management first reported a position in Mohr Company Nav ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Mohr Company Nav ETF position peaked at $818 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Mohr Company Nav ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.