Primoris Wealth Advisors’s Quadratic Deflation ETF BNDD Stock Holding History

Primoris Wealth Advisors’s Portfolio BNDD Stock Details BNDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.92M	Buy	20,250 +5,250	+35%	+$509K	0.89%	30
2026 Q2	$1.52M	Buy	+15,000	New	+$1.48M	0.69%	43

Other funds holding BNDD

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Primoris Wealth Advisors's BNDD Position: Q3 2026 in Review

Primoris Wealth Advisors increased its Quadratic Deflation ETF (BNDD) stake by 35% in Q3 2026, buying an estimated $509K and bringing the position to 20,250 shares worth $1.92M. The position accounts for 0.89% of the portfolio, ranked #30.

Primoris Wealth Advisors first reported a position in BNDD in Q2 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold BNDD as of Q3 2026.

Primoris Wealth Advisors held 20,250 shares of Quadratic Deflation ETF worth $1.92M as of Q3 2026.
Primoris Wealth Advisors bought 5,250 Quadratic Deflation ETF shares in Q3 2026, an estimated $509K.
Quadratic Deflation ETF made up 0.89% of Primoris Wealth Advisors's portfolio in Q3 2026, its #30 holding.
Primoris Wealth Advisors first reported a position in Quadratic Deflation ETF in Q2 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Quadratic Deflation ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.