Bogart Wealth LLC’s VictoryShares International Value Momentum ETF UIVM Stock Holding History

Bogart Wealth LLC’s Portfolio UIVM Stock Details UIVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.02K	Hold	41	–	–	﹤0.01%	1375
2026 Q2	$2.91K	Hold	41	–	–	﹤0.01%	1354
2026 Q1	$2.77K	Hold	41	–	–	﹤0.01%	1208
2025 Q4	$2.62K	Hold	41	–	–	﹤0.01%	1128
2025 Q3	$2.48K	Hold	41	–	–	﹤0.01%	1117
2025 Q2	$2.36K	Hold	41	–	–	﹤0.01%	1074
2025 Q1	$2.07K	Hold	41	–	–	﹤0.01%	1062
2024 Q4	$1.88K	Hold	41	–	–	﹤0.01%	1106
2024 Q3	$2.03K	Hold	41	–	–	﹤0.01%	965
2024 Q2	$1.92K	Hold	41	–	–	﹤0.01%	936
2024 Q1	$1.98K	Hold	41	–	–	﹤0.01%	907
2023 Q4	$1.87K	Hold	41	–	–	﹤0.01%	902
2023 Q3	$1.72K	Hold	41	–	–	﹤0.01%	903
2023 Q2	$1.77K	Hold	41	–	–	﹤0.01%	897
2023 Q1	$1.74K	Hold	41	–	–	﹤0.01%	924
2022 Q4	$1.68K	Hold	41	–	–	﹤0.01%	809
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	955
2022 Q2	$2K	Buy	41 +1	+3%	+$44	﹤0.01%	798
2022 Q1	$2K	Sell	40 -35	-47%	-$1.67K	﹤0.01%	711
2021 Q4	$4K	Buy	+75	New	+$3.67K	﹤0.01%	596

Other funds holding UIVM

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bogart Wealth LLC's UIVM Position: Q3 2026 in Review

Bogart Wealth LLC held its VictoryShares International Value Momentum ETF (UIVM) position steady in Q3 2026 at 41 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Bogart Wealth LLC first reported a position in UIVM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4K in Q4 2021. 11 funds tracked by Wall St. Rank hold UIVM as of Q3 2026.

Bogart Wealth LLC held 41 shares of VictoryShares International Value Momentum ETF worth $3.02K as of Q3 2026.
Bogart Wealth LLC left its VictoryShares International Value Momentum ETF share count unchanged in Q3 2026.
VictoryShares International Value Momentum ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1375 holding.
Bogart Wealth LLC first reported a position in VictoryShares International Value Momentum ETF in Q4 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's VictoryShares International Value Momentum ETF position peaked at $4K in Q4 2021.
11 funds tracked by Wall St. Rank held VictoryShares International Value Momentum ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.