Institute for Wealth Management’s Baron Global Durable Advantage ETF BCGD Stock Holding History

Institute for Wealth Management’s Portfolio BCGD Stock Details BCGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4K	Buy	+1,000	New	+$25.8K	﹤0.01%	1047

Other funds holding BCGD

RFA

Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Institute for Wealth Management's BCGD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Baron Global Durable Advantage ETF (BCGD) in Q2 2026: 1,000 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

4 funds tracked by Wall St. Rank hold BCGD as of Q2 2026.

Institute for Wealth Management held 1,000 shares of Baron Global Durable Advantage ETF worth $26.4K as of Q2 2026.
Baron Global Durable Advantage ETF was a new Institute for Wealth Management position in Q2 2026.
Baron Global Durable Advantage ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1047 holding.
4 funds tracked by Wall St. Rank held Baron Global Durable Advantage ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.