Wealth Enhancement Advisory Services’s Baron First Principles ETF RONB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RONB Stock Details RONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Sell	11,469 -50	-0.4%	-$1.16K	﹤0.01%	3410
2026 Q2	$273K	Buy	+11,519	New	+$272K	﹤0.01%	3289

Other funds holding RONB

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's RONB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Baron First Principles ETF (RONB) stake by 0.43% in Q3 2026, selling an estimated $1.16K and leaving 11,469 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Wealth Enhancement Advisory Services first reported a position in RONB in Q2 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

Wealth Enhancement Advisory Services held 11,469 shares of Baron First Principles ETF worth $283K as of Q3 2026.
Wealth Enhancement Advisory Services sold 50 Baron First Principles ETF shares in Q3 2026, an estimated $1.16K.
Baron First Principles ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3410 holding.
Wealth Enhancement Advisory Services first reported a position in Baron First Principles ETF in Q2 2026 and has held it in 2 quarters since.
71 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.