1W
BCSM

1776 Wealth’s Baron SMID Cap ETF BCSM Stock Holding History

1776 Wealth’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,325
Closed -$223K – 155
2026
Q1 		$223K Hold
10,325
– – 0.09% 138
2025
Q4 		$250K Buy
+10,325
New +$252K 0.09% 126

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

1776 Wealth's BCSM Position: Q2 2026 in Review

1776 Wealth sold out of Baron SMID Cap ETF (BCSM) in Q2 2026, closing a stake of 10,325 shares — an estimated $223K sold.

1776 Wealth first reported a position in BCSM in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 5 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • 1776 Wealth reported no remaining Baron SMID Cap ETF position as of Q2 2026 after selling out during the quarter.
  • 1776 Wealth sold 10,325 Baron SMID Cap ETF shares in Q2 2026, an estimated $223K.
  • 1776 Wealth first reported a position in Baron SMID Cap ETF in Q4 2025 and held it in 2 quarters.
  • 1776 Wealth's Baron SMID Cap ETF position peaked at $250K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.