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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

BUI holding history

BlackRock Utilities, Infrastructure & Power Opportunities Trust in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BUI overviewAll 13F holders of BUIFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of BUI by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−20−100.0%Sold outHolders
Q4 202220$415<0.1%00.0%UnchangedHolders
Q3 202220$00.0%+1+5.3%AddedHolders
Q2 202219$00.0%+8+72.7%AddedHolders
Q1 202211$00.0%00.0%UnchangedHolders
Q4 202111$00.0%+11NewHolders