BWL
FITZ

Bogart Wealth LLC’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Bogart Wealth LLC’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.87K Buy
+200
New +$4.87K ﹤0.01% 1208

Other funds holding FITZ

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q2 2026: 200 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings.

3 funds tracked by Wall St. Rank hold FITZ as of Q2 2026.

  • Bogart Wealth LLC held 200 shares of Fitz-Gerald Must Have Portfolio ETF worth $4.87K as of Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1208 holding.
  • 3 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q2 2026.

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