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

Avior 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
2025
Q1 		– Sell
-620
Closed -$11.3K – 898
2024
Q4 		$11.3K Buy
+620
New +$11.6K ﹤0.01% 1575

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

Avior Wealth Management's BFOR Position: Q1 2025 in Review

Avior Wealth Management sold out of Barron's 400 ETF (BFOR) in Q1 2025, closing a stake of 620 shares — an estimated $11.3K sold.

Avior Wealth Management first reported a position in BFOR in Q4 2024 and held it in 1 quarter. The position peaked at $11.3K in Q4 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q1 2025.

  • Avior Wealth Management reported no remaining Barron's 400 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 620 Barron's 400 ETF shares in Q1 2025, an estimated $11.3K.
  • Avior Wealth Management first reported a position in Barron's 400 ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Barron's 400 ETF position peaked at $11.3K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.