BetterWealth’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

BetterWealth’s Portfolio EBI Stock Details EBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38M	Sell	581,424 -1,156	-0.2%	-$76.8K	6.44%	6
2026 Q2	$37.8M	Hold	582,580	–	–	6.69%	6
2026 Q1	$33.7M	Buy	582,580 +562	+0.1%	+$33.1K	6.61%	6
2025 Q4	$32.9M	Sell	582,018 -4,064	-0.7%	-$226K	7.51%	5
2025 Q3	$32.1M	Buy	586,082 +2,131	+0.4%	+$113K	7.65%	5
2025 Q2	$29.7M	Buy	583,951 +1,066	+0.2%	+$50.6K	7.61%	4
2025 Q1	$27.6M	Buy	+582,885	New	+$28M	7.74%	5

Other funds holding EBI

HIF

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

BetterWealth's EBI Position: Q3 2026 in Review

BetterWealth reduced its The RBB Fund Trust Longview Advantage ETF (EBI) stake by 0.2% in Q3 2026, selling an estimated $76.8K and leaving 581,424 shares worth $38M. The position accounts for 6.44% of the portfolio, ranked #6.

BetterWealth first reported a position in EBI in Q1 2025 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold EBI as of Q3 2026.

BetterWealth held 581,424 shares of The RBB Fund Trust Longview Advantage ETF worth $38M as of Q3 2026.
BetterWealth sold 1,156 The RBB Fund Trust Longview Advantage ETF shares in Q3 2026, an estimated $76.8K.
The RBB Fund Trust Longview Advantage ETF made up 6.44% of BetterWealth's portfolio in Q3 2026, its #6 holding.
BetterWealth first reported a position in The RBB Fund Trust Longview Advantage ETF in Q1 2025 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.