Rollins Financial Advisors’s Baron Global Durable Advantage ETF BCGD Stock Holding History

Rollins Financial Advisors’s Portfolio BCGD Stock Details BCGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Sell	78,829 -25,080	-24%	-$646K	0.27%	49
2026 Q1	$2.43M	Buy	103,909 +90,330	+665%	+$2.27M	0.38%	39
2025 Q4	$345K	Buy	+13,579	New	+$343K	0.05%	117

Other funds holding BCGD

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rollins Financial Advisors's BCGD Position: Q2 2026 in Review

Rollins Financial Advisors reduced its Baron Global Durable Advantage ETF (BCGD) stake by 24% in Q2 2026, selling an estimated $646K and leaving 78,829 shares worth $2.08M. The position accounts for 0.27% of the portfolio, ranked #49.

Rollins Financial Advisors first reported a position in BCGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q1 2026. 7 funds tracked by Wall St. Rank hold BCGD as of Q2 2026.

Rollins Financial Advisors held 78,829 shares of Baron Global Durable Advantage ETF worth $2.08M as of Q2 2026.
Rollins Financial Advisors sold 25,080 Baron Global Durable Advantage ETF shares in Q2 2026, an estimated $646K.
Baron Global Durable Advantage ETF made up 0.27% of Rollins Financial Advisors's portfolio in Q2 2026, its #49 holding.
Rollins Financial Advisors first reported a position in Baron Global Durable Advantage ETF in Q4 2025 and has held it in 3 quarters since.
Rollins Financial Advisors's Baron Global Durable Advantage ETF position peaked at $2.43M in Q1 2026.
7 funds tracked by Wall St. Rank held Baron Global Durable Advantage ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.