IFP Advisors
RONB icon

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

IFP 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 		$32.8K Hold
1,400
– – ﹤0.01% 2661
2026
Q2 		$34.2K Buy
1,400
+1,050
+300% +$24.8K ﹤0.01% 2629
2026
Q1 		$8K Buy
+350
New +$8.42K ﹤0.01% 3270

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
BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

IFP Advisors's RONB Position: Q3 2026 in Review

IFP Advisors held its Baron First Principles ETF (RONB) position steady in Q3 2026 at 1,400 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

IFP Advisors first reported a position in RONB in Q1 2026 and has held it in 3 quarters since. The position peaked at $34.2K in Q2 2026. 12 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • IFP Advisors held 1,400 shares of Baron First Principles ETF worth $32.8K as of Q3 2026.
  • IFP Advisors left its Baron First Principles ETF share count unchanged in Q3 2026.
  • Baron First Principles ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2661 holding.
  • IFP Advisors first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Baron First Principles ETF position peaked at $34.2K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.