Bogart Wealth »

Rbb Fund Trust shares owned by Bogart Wealth

Quarter-by-quarter ownership of Rbb Fund Trust (COPY) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rbb Fund Trust by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $326 25 13.04

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Rbb Fund Trust

Goss Wealth Management
Nations Financial Group
LPL Financial
DKM Wealth Management
D.A. Davidson & Co.
Citadel Advisors
Sanctuary Advisors
Steward Partners Investment Advisory
Mutual Advisors
Susquehanna International
Oppenheimer & Co
Ingalls & Snyder
Certified Advisory Corp
Royal Bank of Canada
PFG Investments

View all funds holding Rbb Fund Trust