MA
BASG

Mutual Advisors’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Mutual Advisors’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Hold
41,935
– – 0.02% 609
2026
Q1 		$953K Buy
+41,935
New +$1.01M 0.02% 619

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mutual Advisors's BASG Position: Q2 2026 in Review

Mutual Advisors held its Brown Advisory Sustainable Growth ETF (BASG) position steady in Q2 2026 at 41,935 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #609.

Mutual Advisors first reported a position in BASG in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • Mutual Advisors held 41,935 shares of Brown Advisory Sustainable Growth ETF worth $1.12M as of Q2 2026.
  • Mutual Advisors left its Brown Advisory Sustainable Growth ETF share count unchanged in Q2 2026.
  • Brown Advisory Sustainable Growth ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #609 holding.
  • Mutual Advisors first reported a position in Brown Advisory Sustainable Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.