BWL
RVI

Bogart Wealth LLC’s Robinhood Ventures Fund I RVI Stock Holding History

Bogart Wealth LLC’s Portfolio RVI Stock Details RVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$688 Sell
21
-990
-98% -$37.7K ﹤0.01% 1699
2026
Q1 		$26.8K Buy
+1,011
New +$24.9K ﹤0.01% 643

Other funds holding RVI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Bogart Wealth LLC reduced its Robinhood Ventures Fund I (RVI) stake by 98% in Q2 2026, selling an estimated $37.7K and leaving 21 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Bogart Wealth LLC first reported a position in RVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.8K in Q1 2026. 8 funds tracked by Wall St. Rank hold RVI as of Q2 2026.

  • Bogart Wealth LLC held 21 shares of Robinhood Ventures Fund I worth $688 as of Q2 2026.
  • Bogart Wealth LLC sold 990 Robinhood Ventures Fund I shares in Q2 2026, an estimated $37.7K.
  • Robinhood Ventures Fund I made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1699 holding.
  • Bogart Wealth LLC first reported a position in Robinhood Ventures Fund I in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Robinhood Ventures Fund I position peaked at $26.8K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Robinhood Ventures Fund I as of Q2 2026.

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