Acorn Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History

Acorn Wealth Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-22,376	Closed	-$233K	–	124
2019 Q1	$233K	Buy	22,376 +408	+2%	+$4.03K	0.21%	109
2018 Q4	$207K	Sell	21,968 -792	-3%	-$7.88K	0.21%	107
2018 Q3	$233K	Hold	22,760	–	–	0.23%	104
2018 Q2	$247K	Hold	22,760	–	–	0.21%	95
2018 Q1	$238K	Buy	22,760 +1,088	+5%	+$11.5K	0.21%	96
2017 Q4	$229K	Buy	+21,672	New	+$220K	0.21%	91

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Acorn Wealth Advisors's BFOR Position: Q2 2019 in Review

Acorn Wealth Advisors sold out of Barron's 400 ETF (BFOR) in Q2 2019, closing a stake of 22,376 shares — an estimated $233K sold.

Acorn Wealth Advisors first reported a position in BFOR in Q4 2017 and held it in 6 quarters. The position peaked at $247K in Q2 2018. 25 funds tracked by Wall St. Rank hold BFOR as of Q2 2019.

Acorn Wealth Advisors reported no remaining Barron's 400 ETF position as of Q2 2019 after selling out during the quarter.
Acorn Wealth Advisors sold 22,376 Barron's 400 ETF shares in Q2 2019, an estimated $233K.
Acorn Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2017 and held it in 6 quarters.
Acorn Wealth Advisors's Barron's 400 ETF position peaked at $247K in Q2 2018.
25 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2019.

Based on Acorn Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.