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Bogart Wealth LLC’s ProShares Short Russell2000 RWM Stock Holding History

Bogart Wealth LLC’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,750
Closed -$29.4K – 1673
2025
Q3 		$29.4K Buy
+1,750
New +$31.1K ﹤0.01% 563

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Bogart Wealth LLC's RWM Position: Q4 2025 in Review

Bogart Wealth LLC sold out of ProShares Short Russell2000 (RWM) in Q4 2025, closing a stake of 1,750 shares — an estimated $29.4K sold.

Bogart Wealth LLC first reported a position in RWM in Q3 2025 and held it in 1 quarter. The position peaked at $29.4K in Q3 2025. 30 funds tracked by Wall St. Rank hold RWM as of Q4 2025.

  • Bogart Wealth LLC reported no remaining ProShares Short Russell2000 position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,750 ProShares Short Russell2000 shares in Q4 2025, an estimated $29.4K.
  • Bogart Wealth LLC first reported a position in ProShares Short Russell2000 in Q3 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's ProShares Short Russell2000 position peaked at $29.4K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.