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Bogart Wealth LLC’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Bogart Wealth LLC’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$27.4K – 1677
2025
Q3 		$27.4K Buy
+1,000
New +$21K ﹤0.01% 585

Other funds holding SLVP

FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bogart Wealth LLC sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2025, closing a stake of 1,000 shares — an estimated $27.4K sold.

Bogart Wealth LLC first reported a position in SLVP in Q3 2025 and held it in 1 quarter. The position peaked at $27.4K in Q3 2025. 111 funds tracked by Wall St. Rank hold SLVP as of Q4 2025.

  • Bogart Wealth LLC reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,000 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2025, an estimated $27.4K.
  • Bogart Wealth LLC first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares MSCI Global Silver and Metals Miners ETF position peaked at $27.4K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2025.

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