HHM Wealth Advisors
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HHM Wealth Advisors’s Baron First Principles ETF RONB Stock Holding History

HHM Wealth 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 		$10.1K Hold
430
– – ﹤0.01% 664
2026
Q2 		$10.5K Buy
+430
New +$10.2K ﹤0.01% 625

Other funds holding RONB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HHM Wealth Advisors's RONB Position: Q3 2026 in Review

HHM Wealth Advisors held its Baron First Principles ETF (RONB) position steady in Q3 2026 at 430 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

HHM Wealth Advisors first reported a position in RONB in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.5K in Q2 2026. 71 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • HHM Wealth Advisors held 430 shares of Baron First Principles ETF worth $10.1K as of Q3 2026.
  • HHM Wealth Advisors left its Baron First Principles ETF share count unchanged in Q3 2026.
  • Baron First Principles ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q3 2026, its #664 holding.
  • HHM Wealth Advisors first reported a position in Baron First Principles ETF in Q2 2026 and has held it in 2 quarters since.
  • HHM Wealth Advisors's Baron First Principles ETF position peaked at $10.5K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.