PWA
BETA

Physician Wealth Advisors’s Beta Technologies Inc BETA Stock Holding History

Physician Wealth Advisors’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18
Closed -$265 – 2476
2026
Q1 		$265 Sell
18
-35
-66% -$718 ﹤0.01% 2018
2025
Q4 		$1.5K Buy
+53
New +$1.58K ﹤0.01% 1417

Other funds holding BETA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Physician Wealth Advisors's BETA Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 18 shares — an estimated $265 sold.

Physician Wealth Advisors first reported a position in BETA in Q4 2025 and held it in 2 quarters. The position peaked at $1.5K in Q4 2025. 16 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 18 Beta Technologies Inc shares in Q2 2026, an estimated $265.
  • Physician Wealth Advisors first reported a position in Beta Technologies Inc in Q4 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Beta Technologies Inc position peaked at $1.5K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.