A&I Financial Services’s Baron Technology ETF BCTK Stock Holding History

A&I Financial Services’s Portfolio BCTK Stock Details BCTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$267K	Hold	8,641	–	–	0.11%	63
2026 Q2	$281K	Hold	8,641	–	–	0.12%	62
2026 Q1	$202K	Hold	8,641	–	–	0.1%	71
2025 Q4	$217K	Buy	+8,641	New	+$217K	0.1%	73

Other funds holding BCTK

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

A&I Financial Services's BCTK Position: Q3 2026 in Review

A&I Financial Services held its Baron Technology ETF (BCTK) position steady in Q3 2026 at 8,641 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #63.

A&I Financial Services first reported a position in BCTK in Q4 2025 and has held it in 4 quarters since. The position peaked at $281K in Q2 2026. 5 funds tracked by Wall St. Rank hold BCTK as of Q3 2026.

A&I Financial Services held 8,641 shares of Baron Technology ETF worth $267K as of Q3 2026.
A&I Financial Services left its Baron Technology ETF share count unchanged in Q3 2026.
Baron Technology ETF made up 0.11% of A&I Financial Services's portfolio in Q3 2026, its #63 holding.
A&I Financial Services first reported a position in Baron Technology ETF in Q4 2025 and has held it in 4 quarters since.
A&I Financial Services's Baron Technology ETF position peaked at $281K in Q2 2026.
5 funds tracked by Wall St. Rank held Baron Technology ETF as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.