EFS
BCTK

Essex Financial Services’s Baron Technology ETF BCTK Stock Holding History

Essex Financial Services’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 		$491K Sell
21,040
-1,650
-7% -$40.7K 0.03% 460
2025
Q4 		$570K Buy
+22,690
New +$570K 0.03% 411

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

Essex Financial Services's BCTK Position: Q1 2026 in Review

Essex Financial Services reduced its Baron Technology ETF (BCTK) stake by 7.3% in Q1 2026, selling an estimated $40.7K and leaving 21,040 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #460.

Essex Financial Services first reported a position in BCTK in Q4 2025 and has held it in 2 quarters since. The position peaked at $570K in Q4 2025. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • Essex Financial Services held 21,040 shares of Baron Technology ETF worth $491K as of Q1 2026.
  • Essex Financial Services sold 1,650 Baron Technology ETF shares in Q1 2026, an estimated $40.7K.
  • Baron Technology ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #460 holding.
  • Essex Financial Services first reported a position in Baron Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Essex Financial Services's Baron Technology ETF position peaked at $570K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.