MFWP
EBI

Mosaic Family Wealth Partners’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

Mosaic Family Wealth Partners’s Portfolio EBI Stock Details EBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45M Sell
68,568
-832
-1% -$52.3K 0.3% 51
2026
Q1 		$4.02M Buy
69,400
+2
+0% +$118 0.41% 38
2025
Q4 		$3.93M Sell
69,398
-221
-0.3% -$12.3K 0.43% 36
2025
Q3 		$3.8M Hold
69,619
– – 0.45% 31
2025
Q2 		$3.54M Buy
+69,619
New +$3.3M 0.45% 31

Other funds holding EBI

HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Mosaic Family Wealth Partners's EBI Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its The RBB Fund Trust Longview Advantage ETF (EBI) stake by 1.2% in Q2 2026, selling an estimated $52.3K and leaving 68,568 shares worth $4.45M. The position accounts for 0.3% of the portfolio, ranked #51.

Mosaic Family Wealth Partners first reported a position in EBI in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold EBI as of Q2 2026.

  • Mosaic Family Wealth Partners held 68,568 shares of The RBB Fund Trust Longview Advantage ETF worth $4.45M as of Q2 2026.
  • Mosaic Family Wealth Partners sold 832 The RBB Fund Trust Longview Advantage ETF shares in Q2 2026, an estimated $52.3K.
  • The RBB Fund Trust Longview Advantage ETF made up 0.3% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Mosaic Family Wealth Partners first reported a position in The RBB Fund Trust Longview Advantage ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.