BCO Wealth Management’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

BCO Wealth Management’s Portfolio DXUV Stock Details DXUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-8,285	Closed	-$551K	–	45
2026 Q2	$551K	Buy	8,285 +30	+0.4%	+$1.94K	0.3%	18
2026 Q1	$490K	Buy	8,255 +137	+2%	+$8.41K	0.29%	20
2025 Q4	$485K	Buy	8,118 +510	+7%	+$30K	0.3%	20
2025 Q3	$445K	Hold	7,608	–	–	0.29%	23
2025 Q2	$413K	Buy	+7,608	New	+$385K	0.29%	23

Other funds holding DXUV

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

BCO Wealth Management's DXUV Position: Q3 2026 in Review

BCO Wealth Management sold out of U.S. Vector Equity Portfolio ETF Class Shares (DXUV) in Q3 2026, closing a stake of 8,285 shares — an estimated $551K sold.

BCO Wealth Management first reported a position in DXUV in Q2 2025 and held it in 5 quarters. The position peaked at $551K in Q2 2026. 20 funds tracked by Wall St. Rank hold DXUV as of Q3 2026.

BCO Wealth Management reported no remaining U.S. Vector Equity Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
BCO Wealth Management sold 8,285 U.S. Vector Equity Portfolio ETF Class Shares shares in Q3 2026, an estimated $551K.
BCO Wealth Management first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q2 2025 and held it in 5 quarters.
BCO Wealth Management's U.S. Vector Equity Portfolio ETF Class Shares position peaked at $551K in Q2 2026.
20 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.