BWL
PSUS

Bogart Wealth LLC’s Pershing Square USA PSUS Stock Holding History

Bogart Wealth LLC’s Portfolio PSUS Stock Details PSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74K Buy
+100
New +$4K ﹤0.01% 1289

Other funds holding PSUS

ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Pershing Square USA (PSUS) in Q2 2026: 100 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings.

18 funds tracked by Wall St. Rank hold PSUS as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of Pershing Square USA worth $3.74K as of Q2 2026.
  • Pershing Square USA was a new Bogart Wealth LLC position in Q2 2026.
  • Pershing Square USA made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1289 holding.
  • 18 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

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