Bogart Wealth LLC’s XWELL XWEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3	Hold	3	–	–	﹤0.01%	2005
2026 Q1	$3	Buy	+3	New	+$2	﹤0.01%	1815

Other funds holding XWEL

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Bogart Wealth LLC held its XWELL (XWEL) position steady in Q2 2026 at 3 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Bogart Wealth LLC first reported a position in XWEL in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

Bogart Wealth LLC held 3 shares of XWELL worth $3 as of Q2 2026.
Bogart Wealth LLC left its XWELL share count unchanged in Q2 2026.
XWELL made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #2005 holding.
Bogart Wealth LLC first reported a position in XWELL in Q1 2026 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

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