BWL
ECHO

Bogart Wealth LLC’s EchoStar ECHO Stock Holding History

Bogart Wealth LLC’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48K Sell
54
-8
-13% -$978 ﹤0.01% 1177
2026
Q1 		$7.26K Buy
62
+48
+343% +$5.51K ﹤0.01% 971
2025
Q4 		$1.52K Buy
14
+5
+56% +$407 ﹤0.01% 1227
2025
Q3 		$687 Buy
+9
New +$408 ﹤0.01% 1342

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Bogart Wealth LLC reduced its EchoStar (ECHO) stake by 13% in Q2 2026, selling an estimated $978 and leaving 54 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Bogart Wealth LLC first reported a position in ECHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.26K in Q1 2026. 317 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Bogart Wealth LLC held 54 shares of EchoStar worth $5.48K as of Q2 2026.
  • Bogart Wealth LLC sold 8 EchoStar shares in Q2 2026, an estimated $978.
  • EchoStar made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1177 holding.
  • Bogart Wealth LLC first reported a position in EchoStar in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's EchoStar position peaked at $7.26K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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