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NVWM LLC’s Baron First Principles ETF RONB Stock Holding History

NVWM LLC’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-31
Closed -$756 – 823
2026
Q2 		$756 Buy
31
+26
+520% +$614 ﹤0.01% 639
2026
Q1 		$114 Buy
+5
New +$120 ﹤0.01% 713

Other funds holding RONB

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
OE
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NVWM LLC's RONB Position: Q3 2026 in Review

NVWM LLC sold out of Baron First Principles ETF (RONB) in Q3 2026, closing a stake of 31 shares — an estimated $756 sold.

NVWM LLC first reported a position in RONB in Q1 2026 and held it in 2 quarters. The position peaked at $756 in Q2 2026. 14 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • NVWM LLC reported no remaining Baron First Principles ETF position as of Q3 2026 after selling out during the quarter.
  • NVWM LLC sold 31 Baron First Principles ETF shares in Q3 2026, an estimated $756.
  • NVWM LLC first reported a position in Baron First Principles ETF in Q1 2026 and held it in 2 quarters.
  • NVWM LLC's Baron First Principles ETF position peaked at $756 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.