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Alteri Wealth’s Barron's 400 ETF BFOR Stock Holding History

Alteri Wealth’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
2026
Q2 		$1.25M Buy
52,492
+1,424
+3% +$31.9K 0.35% 65
2026
Q1 		$1.06M Buy
51,068
+896
+2% +$19.2K 0.34% 65
2025
Q4 		$1.03M Buy
50,172
+5,060
+11% +$103K 0.33% 68
2025
Q3 		$916K Buy
45,112
+712
+2% +$14.1K 0.31% 76
2025
Q2 		$855K Buy
44,400
+3,456
+8% +$61.8K 0.33% 73
2025
Q1 		$711K Buy
40,944
+80
+0.2% +$1.46K 0.31% 77
2024
Q4 		$743K Buy
+40,864
New +$764K 0.21% 71

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $195M AUM 27.62% 1-Year Est. Return

Alteri Wealth's BFOR Position: Q2 2026 in Review

Alteri Wealth increased its Barron's 400 ETF (BFOR) stake by 2.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 52,492 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #65.

Alteri Wealth first reported a position in BFOR in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Alteri Wealth held 52,492 shares of Barron's 400 ETF worth $1.25M as of Q2 2026.
  • Alteri Wealth bought 1,424 Barron's 400 ETF shares in Q2 2026, an estimated $31.9K.
  • Barron's 400 ETF made up 0.35% of Alteri Wealth's portfolio in Q2 2026, its #65 holding.
  • Alteri Wealth first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.