AssetMark Inc
BCTK

AssetMark Inc’s Baron Technology ETF BCTK Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-175
Closed -$4.4K – 3625
2025
Q4 		$4.4K Buy
+175
New +$4.39K ﹤0.01% 2511

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

AssetMark Inc's BCTK Position: Q1 2026 in Review

AssetMark Inc sold out of Baron Technology ETF (BCTK) in Q1 2026, closing a stake of 175 shares — an estimated $4.4K sold.

AssetMark Inc first reported a position in BCTK in Q4 2025 and held it in 1 quarter. The position peaked at $4.4K in Q4 2025. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • AssetMark Inc reported no remaining Baron Technology ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 175 Baron Technology ETF shares in Q1 2026, an estimated $4.4K.
  • AssetMark Inc first reported a position in Baron Technology ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's Baron Technology ETF position peaked at $4.4K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.