Bogart Wealth LLC’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Bogart Wealth LLC’s Portfolio LRNZ Stock Details LRNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.1K	Hold	160	–	–	﹤0.01%	988
2026 Q2	$10.3K	Hold	160	–	–	﹤0.01%	997
2026 Q1	$6.4K	Hold	160	–	–	﹤0.01%	1006
2025 Q4	$7.62K	Hold	160	–	–	﹤0.01%	911
2025 Q3	$7.28K	Hold	160	–	–	﹤0.01%	894
2025 Q2	$7.16K	Hold	160	–	–	﹤0.01%	861
2025 Q1	$5.5K	Hold	160	–	–	﹤0.01%	884
2024 Q4	$6.24K	Hold	160	–	–	﹤0.01%	836
2024 Q3	$6.02K	Hold	160	–	–	﹤0.01%	795
2024 Q2	$6.32K	Hold	160	–	–	﹤0.01%	744
2024 Q1	$6.25K	Hold	160	–	–	﹤0.01%	724
2023 Q4	$6.11K	Hold	160	–	–	﹤0.01%	713
2023 Q3	$4.76K	Hold	160	–	–	﹤0.01%	724
2023 Q2	$5.11K	Hold	160	–	–	﹤0.01%	701
2023 Q1	$4.44K	Hold	160	–	–	﹤0.01%	742
2022 Q4	$3.66K	Hold	160	–	–	﹤0.01%	717
2022 Q3	$4K	Hold	160	–	–	﹤0.01%	728
2022 Q2	$4K	Buy	160 +105	+191%	+$3.16K	﹤0.01%	683
2022 Q1	$2K	Buy	+55	New	+$2.1K	﹤0.01%	684

Other funds holding LRNZ

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Bogart Wealth LLC's LRNZ Position: Q3 2026 in Review

Bogart Wealth LLC held its TrueShares Technology AI & Deep Learning ETF (LRNZ) position steady in Q3 2026 at 160 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Bogart Wealth LLC first reported a position in LRNZ in Q1 2022 and has held it in 19 quarters since. 22 funds tracked by Wall St. Rank hold LRNZ as of Q3 2026.

Bogart Wealth LLC held 160 shares of TrueShares Technology AI & Deep Learning ETF worth $11.1K as of Q3 2026.
Bogart Wealth LLC left its TrueShares Technology AI & Deep Learning ETF share count unchanged in Q3 2026.
TrueShares Technology AI & Deep Learning ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #988 holding.
Bogart Wealth LLC first reported a position in TrueShares Technology AI & Deep Learning ETF in Q1 2022 and has held it in 19 quarters since.
22 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.