ASB Consultores’s Barron's 400 ETF BFOR Stock Holding History

ASB Consultores’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	$1.1M	Buy	184,288 +138,216	+300%	+$3.1M	1.67%	9
2026 Q1	$1.03M	Buy	46,072 +152	+0.3%	+$3.25K	3.43%	6
2025 Q4	$993K	Hold	45,920	–	–	4.33%	7
2025 Q3	$932K	Hold	45,920	–	–	4.1%	5
2025 Q2	$884K	Hold	45,920	–	–	0.59%	31
2025 Q1	$797K	Sell	45,920 -45,920	-50%	-$839K	0.52%	30
2024 Q4	$1.67M	Hold	91,840	–	–	0.7%	22
2024 Q3	$1.65M	Buy	91,840 +8,640	+10%	+$149K	0.65%	23
2024 Q2	$1.38M	Buy	83,200 +6,400	+8%	+$106K	0.5%	24
2024 Q1	$1.3M	Buy	76,800 +4,800	+7%	+$76.4K	0.34%	34
2023 Q4	$1.12M	Buy	72,000 +8,000	+13%	+$115K	0.37%	28
2023 Q3	$901K	Buy	64,000 +10,992	+21%	+$160K	0.35%	31
2023 Q2	$759K	Hold	53,008	–	–	0.37%	48
2023 Q1	$722K	Hold	53,008	–	–	0.29%	44
2022 Q4	$706K	Buy	53,008 +30,608	+137%	+$417K	0.29%	42
2022 Q3	$275K	Sell	22,400 -8,260	-27%	-$111K	0.13%	128
2022 Q2	$385K	Buy	30,660 +7,272	+31%	+$100K	0.17%	81
2022 Q1	$347K	Buy	+23,388	New	+$349K	0.15%	130

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

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

ASB Consultores's BFOR Position: Q2 2026 in Review

ASB Consultores increased its Barron's 400 ETF (BFOR) stake by 300% in Q2 2026, buying an estimated $3.1M and bringing the position to 184,288 shares worth $1.1M. The position accounts for 1.67% of the portfolio, ranked #9.

ASB Consultores first reported a position in BFOR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2024. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

ASB Consultores held 184,288 shares of Barron's 400 ETF worth $1.1M as of Q2 2026.
ASB Consultores bought 138,216 Barron's 400 ETF shares in Q2 2026, an estimated $3.1M.
Barron's 400 ETF made up 1.67% of ASB Consultores's portfolio in Q2 2026, its #9 holding.
ASB Consultores first reported a position in Barron's 400 ETF in Q1 2022 and has held it in 18 quarters since.
ASB Consultores's Barron's 400 ETF position peaked at $1.67M in Q4 2024.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on ASB Consultores's 13F filing for Q2 2026, filed 14 Aug 2026.