BWL
COPY

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
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 $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Bogart Wealth LLC held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q1 2026 at 25 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Bogart Wealth LLC first reported a position in COPY in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Bogart Wealth LLC held 25 shares of Tweedy Browne Insider + Value ETF worth $346 as of Q1 2026.
  • Bogart Wealth LLC left its Tweedy Browne Insider + Value ETF share count unchanged in Q1 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1657 holding.
  • Bogart Wealth LLC first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

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