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Bogart Wealth LLC’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Bogart Wealth LLC’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372 Hold
25
– – ﹤0.01% 1847
2026
Q1 		$346 Hold
25
– – ﹤0.01% 1657
2025
Q4 		$326 Buy
+25
New +$312 ﹤0.01% 1514

Other funds holding COPY

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Bogart Wealth LLC held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q2 2026 at 25 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Bogart Wealth LLC first reported a position in COPY in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Bogart Wealth LLC held 25 shares of Tweedy Browne Insider + Value ETF worth $372 as of Q2 2026.
  • Bogart Wealth LLC left its Tweedy Browne Insider + Value ETF share count unchanged in Q2 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1847 holding.
  • Bogart Wealth LLC first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

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