Institutions / Beto Financial Group, LLC / Activity
Activity — Beto Financial Group, LLC
158 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 14020V108 Common stock | $17.09M | +389K +1524.85% | 414,563 9.56% of portfolio | medium |
| Q2 2026 as of | Trim | 464287408 Common stock | $-6.08M | -26K -59.32% | 18,136 2.19% of portfolio | medium |
| Q2 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $4.96M | +74K +424.07% | 91,681 3.22% of portfolio | low |
| Q2 2026 as of | Trim | 14019W109 Common stock | $-4.63M | -140K -37.10% | 236,984 4.13% of portfolio | low |
| Q2 2026 as of | Add | 092528876 Common stock | $4.48M | +90K +493.09% | 108,250 2.83% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q670 Common stock | $-3.84M | -83K -52.79% | 73,949 1.80% of portfolio | low |
| Q2 2026 as of | Trim | 46654Q724 Common stock | $-3.14M | -46K -65.54% | 24,406 0.87% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-2.82M | -38K -50.36% | 37,078 1.46% of portfolio | low |
| Q2 2026 as of | Add | 09290C780 Common stock | $2.54M | +59K +419.30% | 73,653 1.65% of portfolio | low |
| Q2 2026 as of | Add | 46434G103 Common stock | $2.43M | +32K +92.25% | 65,692 2.66% of portfolio | low |
| Q2 2026 as of | New | 09290C665 Common stock | $2.33M | +82K | 81,885 1.22% of portfolio | low |
| Q2 2026 as of | Add | 46137V100 Common stock | $2.32M | +14K +729.49% | 15,694 1.38% of portfolio | low |
| Q2 2026 as of | New | 09290C855 Common stock | $2.31M | +48K | 47,618 1.21% of portfolio | low |
| Q2 2026 as of | Add | 092528603 Common stock | $1.96M | +38K +346.04% | 48,494 1.33% of portfolio | low |
| Q2 2026 as of | Trim | 33734X176 Common stock | $-1.88M | -10K -65.84% | 4,959 0.51% of portfolio | low |
| Q2 2026 as of | Trim | 464287739 Common stock | $-1.82M | -17K -64.78% | 9,400 0.52% of portfolio | low |
| Q2 2026 as of | Add | 46138E339 Common stock | $1.80M | +12K +363.10% | 15,926 1.21% of portfolio | low |
| Q2 2026 as of | New | 46138E537 Common stock | $1.78M | +77K | 76,613 0.93% of portfolio | low |
| Q2 2026 as of | Trim | 46435G672 Common stock | $-1.74M | -35K -67.90% | 16,521 0.43% of portfolio | low |
| Q2 2026 as of | New | Ryerson Holding Corp Common stock | $1.71M | +59K | 58,880 0.90% of portfolio | low |
| Q2 2026 as of | Add | 09290C806 Common stock | $1.69M | +40K +342.07% | 51,802 1.15% of portfolio | low |
| Q2 2026 as of | Trim | 46138J635 Common stock | $-1.68M | -73K -58.23% | 52,588 0.63% of portfolio | low |
| Q2 2026 as of | Trim | 00039J848 Common stock | $-1.58M | -44K -64.57% | 24,387 0.45% of portfolio | low |
| Q2 2026 as of | New | 46431W838 Common stock | $1.34M | +27K | 26,725 0.71% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $1.25M | +9K +14.23% | 74,669 5.28% of portfolio | low |
| Q2 2026 as of | New | 92206C706 Common stock | $1.19M | +20K | 20,326 0.63% of portfolio | low |
| Q2 2026 as of | New | 35473P868 Common stock | $1.11M | +45K | 44,798 0.59% of portfolio | low |
| Q2 2026 as of | Add | 921946406 Common stock | $1.05M | +7K +61.28% | 17,417 1.46% of portfolio | low |
| Q2 2026 as of | Add | 09290C863 Common stock | $1.05M | +31K +167.72% | 49,855 0.88% of portfolio | low |
| Q2 2026 as of | New | 092528835 Common stock | $1.04M | +21K | 20,862 0.55% of portfolio | low |
| Q2 2026 as of | New | 46436E718 Common stock | $1.01M | +10K | 10,061 0.53% of portfolio | low |
| Q2 2026 as of | Trim | 316188309 Common stock | $-979.9K | -22K -20.79% | 82,630 1.96% of portfolio | low |
| Q2 2026 as of | Add | 808524755 Common stock | $954.6K | +18K +97.50% | 36,895 1.02% of portfolio | low |
| Q2 2026 as of | Add | 14020Y201 Common stock | $953.6K | +35K +12.91% | 305,624 4.38% of portfolio | low |
| Q2 2026 as of | Trim | 78463V107 Common stock | $-906.5K | -2K -34.34% | 4,715 0.91% of portfolio | low |
| Q2 2026 as of | New | 46429B663 Common stock | $878.4K | +31K | 31,172 0.46% of portfolio | low |
| Q2 2026 as of | New | 46435U283 Common stock | $784.5K | +31K | 30,886 0.41% of portfolio | low |
| Q2 2026 as of | New | 092528504 Common stock | $746.9K | +14K | 14,400 0.39% of portfolio | low |
| Q2 2026 as of | Exit | 46137V233 Common stock | $-712.6K | -12K -100.00% | 0 | low |
| Q2 2026 as of | Add | 092528207 Common stock | $683.4K | +28K +300.48% | 37,937 0.48% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VI Common stock | $-628.0K | -3K -54.62% | 2,285 0.27% of portfolio | low |
| Q2 2026 as of | New | Fmc Corp Common stock | $620.2K | +55K | 55,425 0.33% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $592.2K | +6K +290.20% | 7,484 0.42% of portfolio | low |
| Q2 2026 as of | Exit | 46432F842 Common stock | $-592.0K | -6K -100.00% | 0 | low |
| Q2 2026 as of | New | 47103U746 Common stock | $565.8K | +11K | 11,037 0.30% of portfolio | low |
| Q2 2026 as of | New | 46435U325 Common stock | $559.7K | +22K | 21,916 0.29% of portfolio | low |
| Q2 2026 as of | New | 09290C673 Common stock | $552.7K | +19K | 19,472 0.29% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $505.3K | +6K +120.44% | 11,024 0.49% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $501.6K | +2K +112.89% | 3,534 0.50% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-486.7K | -2K -32.98% | 4,866 0.52% of portfolio | low |