BWL
PUSA

Bogart Wealth LLC’s Aureus Greenway Holdings PUSA Stock Holding History

Bogart Wealth LLC’s Portfolio PUSA Stock Details PUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$547 Buy
+137
New +$574 ﹤0.01% 1769

Other funds holding PUSA

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Aureus Greenway Holdings (PUSA) in Q2 2026: 137 shares worth $547. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings.

6 funds tracked by Wall St. Rank hold PUSA as of Q2 2026.

  • Bogart Wealth LLC held 137 shares of Aureus Greenway Holdings worth $547 as of Q2 2026.
  • Aureus Greenway Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Aureus Greenway Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1769 holding.
  • 6 funds tracked by Wall St. Rank held Aureus Greenway Holdings as of Q2 2026.

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