JPLA
BCTK

Joseph P. Lucia & Associates’s Baron Technology ETF BCTK Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		$1.19M Sell
36,509
-3,786
-9% -$109K 0.36% 58
2026
Q1 		$940K Buy
40,295
+1,980
+5% +$48.9K 0.34% 69
2025
Q4 		$962K Buy
+38,315
New +$962K 0.35% 71

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $111M AUM 26.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Joseph P. Lucia & Associates's BCTK Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Baron Technology ETF (BCTK) stake by 9.4% in Q2 2026, selling an estimated $109K and leaving 36,509 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #58.

Joseph P. Lucia & Associates first reported a position in BCTK in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BCTK as of Q2 2026.

  • Joseph P. Lucia & Associates held 36,509 shares of Baron Technology ETF worth $1.19M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 3,786 Baron Technology ETF shares in Q2 2026, an estimated $109K.
  • Baron Technology ETF made up 0.36% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #58 holding.
  • Joseph P. Lucia & Associates first reported a position in Baron Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Baron Technology ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.