Ritholtz Wealth Management
BLGR icon

Ritholtz Wealth Management’s Bluemonte Large Cap Growth ETF BLGR Stock Holding History

Ritholtz Wealth Management’s Portfolio BLGR Stock Details BLGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478K Sell
14,530
-2,347
-14% -$75.4K 0.01% 889
2026
Q2 		$535K Buy
+16,877
New +$518K 0.01% 830

Other funds holding BLGR

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Ritholtz Wealth Management's BLGR Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Bluemonte Large Cap Growth ETF (BLGR) stake by 14% in Q3 2026, selling an estimated $75.4K and leaving 14,530 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #889.

Ritholtz Wealth Management first reported a position in BLGR in Q2 2026 and has held it in 2 quarters since. The position peaked at $535K in Q2 2026. 6 funds tracked by Wall St. Rank hold BLGR as of Q3 2026.

  • Ritholtz Wealth Management held 14,530 shares of Bluemonte Large Cap Growth ETF worth $478K as of Q3 2026.
  • Ritholtz Wealth Management sold 2,347 Bluemonte Large Cap Growth ETF shares in Q3 2026, an estimated $75.4K.
  • Bluemonte Large Cap Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #889 holding.
  • Ritholtz Wealth Management first reported a position in Bluemonte Large Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Bluemonte Large Cap Growth ETF position peaked at $535K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Bluemonte Large Cap Growth ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.