Bogart Wealth LLC
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Bogart Wealth LLC’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Bogart Wealth LLC’s Portfolio AVXC Stock Details AVXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.8K Buy
698
+4
+0.6% +$319 ﹤0.01% 497
2026
Q1 		$46.9K Buy
+694
New +$48.2K ﹤0.01% 508

Other funds holding AVXC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return

Bogart Wealth LLC's AVXC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 0.58% in Q2 2026, buying an estimated $319 and bringing the position to 698 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Bogart Wealth LLC first reported a position in AVXC in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold AVXC as of Q2 2026.

  • Bogart Wealth LLC held 698 shares of Avantis Emerging Markets ex-China Equity ETF worth $59.8K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Avantis Emerging Markets ex-China Equity ETF shares in Q2 2026, an estimated $319.
  • Avantis Emerging Markets ex-China Equity ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #497 holding.
  • Bogart Wealth LLC first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.