October Effect’s Baron First Principles ETF RONB Stock Holding History

October Effect’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	$370K	Sell	15,780 -470	-3%	-$10.9K	0.38%	49
2026 Q2	$396K	Buy	+16,250	New	+$384K	0.37%	52

Other funds holding RONB

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

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 Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

October Effect's RONB Position: Q3 2026 in Review

October Effect reduced its Baron First Principles ETF (RONB) stake by 2.9% in Q3 2026, selling an estimated $10.9K and leaving 15,780 shares worth $370K. The position accounts for 0.38% of the portfolio, ranked #49.

October Effect first reported a position in RONB in Q2 2026 and has held it in 2 quarters since. The position peaked at $396K in Q2 2026. 16 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

October Effect held 15,780 shares of Baron First Principles ETF worth $370K as of Q3 2026.
October Effect sold 470 Baron First Principles ETF shares in Q3 2026, an estimated $10.9K.
Baron First Principles ETF made up 0.38% of October Effect's portfolio in Q3 2026, its #49 holding.
October Effect first reported a position in Baron First Principles ETF in Q2 2026 and has held it in 2 quarters since.
October Effect's Baron First Principles ETF position peaked at $396K in Q2 2026.
16 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.