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 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 $178B AUM 37.23% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Bogart Wealth LLC held its VictoryShares International Value Momentum ETF (UIVM) position steady in Q2 2026 at 41 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Bogart Wealth LLC first reported a position in UIVM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 9 funds tracked by Wall St. Rank hold UIVM as of Q2 2026.

Bogart Wealth LLC held 41 shares of VictoryShares International Value Momentum ETF worth $2.91K as of Q2 2026.
Bogart Wealth LLC left its VictoryShares International Value Momentum ETF share count unchanged in Q2 2026.
VictoryShares International Value Momentum ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1354 holding.
Bogart Wealth LLC first reported a position in VictoryShares International Value Momentum ETF in Q4 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's VictoryShares International Value Momentum ETF position peaked at $4K in Q4 2021.
9 funds tracked by Wall St. Rank held VictoryShares International Value Momentum ETF as of Q2 2026.

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