Avestar Capital
RONB icon

Avestar Capital’s Baron First Principles ETF RONB Stock Holding History

Avestar Capital’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,422
Closed -$205K – 622
2026
Q2 		$205K Buy
+8,422
New +$199K 0.01% 519

Other funds holding RONB

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Avestar Capital's RONB Position: Q3 2026 in Review

Avestar Capital sold out of Baron First Principles ETF (RONB) in Q3 2026, closing a stake of 8,422 shares — an estimated $205K sold.

Avestar Capital first reported a position in RONB in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 32 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • Avestar Capital reported no remaining Baron First Principles ETF position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 8,422 Baron First Principles ETF shares in Q3 2026, an estimated $205K.
  • Avestar Capital first reported a position in Baron First Principles ETF in Q2 2026 and held it in 1 quarter.
  • Avestar Capital's Baron First Principles ETF position peaked at $205K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.