KFP
BCTK

Kerr Financial Planning’s Baron Technology ETF BCTK Stock Holding History

Kerr Financial Planning’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 		$160K Hold
4,917
– – 0.18% 95
2026
Q1 		$131K Sell
4,917
-200
-4% -$4.94K 0.09% 104
2025
Q4 		$118K Buy
+5,117
New +$128K 0.16% 112

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

Kerr Financial Planning's BCTK Position: Q2 2026 in Review

Kerr Financial Planning held its Baron Technology ETF (BCTK) position steady in Q2 2026 at 4,917 shares worth $160K. The position accounts for 0.18% of the portfolio, ranked #95.

Kerr Financial Planning 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.

  • Kerr Financial Planning held 4,917 shares of Baron Technology ETF worth $160K as of Q2 2026.
  • Kerr Financial Planning left its Baron Technology ETF share count unchanged in Q2 2026.
  • Baron Technology ETF made up 0.18% of Kerr Financial Planning's portfolio in Q2 2026, its #95 holding.
  • Kerr Financial Planning 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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.