Rothwell Investment Advisors, LLC’s Beta Technologies Inc BETA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BETA Stock Details BETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.21K	Buy	+100	New	+$2.1K	﹤0.01%	1026

Other funds holding BETA

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Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Corps Capital Advisors Southlake, Texas $129M AUM 58.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BETA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 100 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

88 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Beta Technologies Inc worth $2.21K as of Q3 2026.
Beta Technologies Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Beta Technologies Inc made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1026 holding.
88 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.