Activest Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Activest Wealth Management’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
2023 Q2	–	Sell	-3,480	Closed	-$47.4K	–	301
2023 Q1	$47.4K	Hold	3,480	–	–	0.03%	88
2022 Q4	$46.4K	Hold	3,480	–	–	0.01%	191
2022 Q3	$43K	Hold	3,480	–	–	0.01%	190
2022 Q2	$44K	Hold	3,480	–	–	0.03%	100
2022 Q1	$52K	Hold	3,480	–	–	0.03%	96
2021 Q4	$56K	Hold	3,480	–	–	0.03%	103
2021 Q3	$51K	Buy	+3,480	New	+$52.1K	0.03%	115

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

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

BAM

Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Activest Wealth Management's BFOR Position: Q2 2023 in Review

Activest Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2023, closing a stake of 3,480 shares — an estimated $47.4K sold.

Activest Wealth Management first reported a position in BFOR in Q3 2021 and held it in 7 quarters. The position peaked at $56K in Q4 2021. 27 funds tracked by Wall St. Rank hold BFOR as of Q2 2023.

Activest Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2023 after selling out during the quarter.
Activest Wealth Management sold 3,480 Barron's 400 ETF shares in Q2 2023, an estimated $47.4K.
Activest Wealth Management first reported a position in Barron's 400 ETF in Q3 2021 and held it in 7 quarters.
Activest Wealth Management's Barron's 400 ETF position peaked at $56K in Q4 2021.
27 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2023.

Based on Activest Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.