CoreCap Advisors
RONB icon

CoreCap Advisors’s Baron First Principles ETF RONB Stock Holding History

CoreCap Advisors’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
-600
Closed -$14.6K – 3423
2026
Q2 		$14.6K Buy
+600
New +$14.2K ﹤0.01% 1937

Other funds holding RONB

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 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's RONB Position: Q3 2026 in Review

CoreCap Advisors sold out of Baron First Principles ETF (RONB) in Q3 2026, closing a stake of 600 shares — an estimated $14.6K sold.

CoreCap Advisors first reported a position in RONB in Q2 2026 and held it in 1 quarter. The position peaked at $14.6K in Q2 2026. 12 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • CoreCap Advisors reported no remaining Baron First Principles ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 600 Baron First Principles ETF shares in Q3 2026, an estimated $14.6K.
  • CoreCap Advisors first reported a position in Baron First Principles ETF in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Baron First Principles ETF position peaked at $14.6K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.