Bogart Wealth, LLC OILU — MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN

Ownership history in Bogart Wealth, LLC  ·  3 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN (OILU) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows OILU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OILU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bogart Wealth, LLC's position in MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OILU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bogart Wealth, LLC held OILU — position size vs. price
% of Fund (quarterly)    OILU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,000 — 0% 0.00% $64K 2026-07-24 $45.65
2025 Q2 ADDED — — — 2,000 +500 +33.3% 0.00% $43K 2025-07-30 $23.41
2024 Q3 INITIATED — — — 1,500 — — 0.00% $47K 2024-10-23 $31.72

FAQ About Bogart Wealth, LLC and OILU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bogart Wealth, LLC reported owning OILU?

Bogart Wealth, LLC reported OILU across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported OILU position in Bogart Wealth, LLC's portfolio?

The largest reported portfolio weight for OILU was 0.00% in 2024 Q3.

What is the latest reported OILU position on this page?

The most recent filing on this page is 2026 Q2, when Bogart Wealth, LLC reported 2,000 shares, equal to 0.00% of portfolio, with an estimated market value of $64K.

What does the chart on this OILU ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly OILU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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