WPWM
BCTK

Western Pacific Wealth Management’s Baron Technology ETF BCTK Stock Holding History

Western Pacific Wealth Management’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
103,330
+11,217
+12% +$322K 3.03% 11
2026
Q1 		$2.15M Buy
92,113
+13,817
+18% +$341K 2.18% 12
2025
Q4 		$1.97M Buy
+78,296
New +$1.97M 1.9% 12

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Western Pacific Wealth Management's BCTK Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Baron Technology ETF (BCTK) stake by 12% in Q2 2026, buying an estimated $322K and bringing the position to 103,330 shares worth $3.36M. The position accounts for 3.03% of the portfolio, ranked #11.

Western Pacific Wealth Management first reported a position in BCTK in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BCTK as of Q2 2026.

  • Western Pacific Wealth Management held 103,330 shares of Baron Technology ETF worth $3.36M as of Q2 2026.
  • Western Pacific Wealth Management bought 11,217 Baron Technology ETF shares in Q2 2026, an estimated $322K.
  • Baron Technology ETF made up 3.03% of Western Pacific Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Western Pacific Wealth Management first reported a position in Baron Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Baron Technology ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.