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 Q1	$1.03M	Buy	46,072 +152	+0.3%	+$3.25K	3.44%	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 $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return