Ritholtz Wealth Management
BLUX icon

Ritholtz Wealth Management’s Bluemonte Dynamic Total Market ETF BLUX Stock Holding History

Ritholtz Wealth Management’s Portfolio BLUX Stock Details BLUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$978K Sell
31,142
-2,509
-7% -$80.8K 0.01% 647
2026
Q2 		$1.08M Buy
+33,651
New +$1.03M 0.02% 597

Other funds holding BLUX

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
Zhang Financial
Zhang Financial Portage, Michigan $3.58B AUM 15.52% 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 BLUX Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Bluemonte Dynamic Total Market ETF (BLUX) stake by 7.5% in Q3 2026, selling an estimated $80.8K and leaving 31,142 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #647.

Ritholtz Wealth Management first reported a position in BLUX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q2 2026. 8 funds tracked by Wall St. Rank hold BLUX as of Q3 2026.

  • Ritholtz Wealth Management held 31,142 shares of Bluemonte Dynamic Total Market ETF worth $978K as of Q3 2026.
  • Ritholtz Wealth Management sold 2,509 Bluemonte Dynamic Total Market ETF shares in Q3 2026, an estimated $80.8K.
  • Bluemonte Dynamic Total Market ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #647 holding.
  • Ritholtz Wealth Management first reported a position in Bluemonte Dynamic Total Market ETF in Q2 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Bluemonte Dynamic Total Market ETF position peaked at $1.08M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Bluemonte Dynamic Total Market ETF as of Q3 2026.

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