BXM Wealth
BCTK icon

BXM Wealth’s Baron Technology ETF BCTK Stock Holding History

BXM Wealth’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 		$587K Buy
+18,980
New +$568K 0.31% 75

Other funds holding BCTK

TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Western Pacific Wealth Management
Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
EdgeRock Capital
EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

BXM Wealth's BCTK Position: Q3 2026 in Review

BXM Wealth opened a new position in Baron Technology ETF (BCTK) in Q3 2026: 18,980 shares worth $587K. The stake represents 0.31% of the portfolio and ranks #75 among its holdings.

21 funds tracked by Wall St. Rank hold BCTK as of Q3 2026.

  • BXM Wealth held 18,980 shares of Baron Technology ETF worth $587K as of Q3 2026.
  • Baron Technology ETF was a new BXM Wealth position in Q3 2026.
  • Baron Technology ETF made up 0.31% of BXM Wealth's portfolio in Q3 2026, its #75 holding.
  • 21 funds tracked by Wall St. Rank held Baron Technology ETF as of Q3 2026.

Based on BXM Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.