Bogart Wealth LLC’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Bogart Wealth LLC’s Portfolio AVEE Stock Details AVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2K	Buy	+334	New	+$21.8K	﹤0.01%	711

Other funds holding AVEE

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Bogart Wealth LLC's AVEE Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q1 2026: 334 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

Bogart Wealth LLC held 334 shares of Avantis Emerging Markets Small Cap Equity ETF worth $21.2K as of Q1 2026.
Avantis Emerging Markets Small Cap Equity ETF was a new Bogart Wealth LLC position in Q1 2026.
Avantis Emerging Markets Small Cap Equity ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #711 holding.
28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.