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Axiom Advisory’s Barron's 400 ETF BFOR Stock Holding History

Axiom Advisory’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
2024
Q3 		$682K Buy
39,680
+620
+2% +$10.7K 0.01% 194
2024
Q2 		$644K Buy
+39,060
New +$645K 0.01% 195

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
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

Axiom Advisory's BFOR Position: Q3 2024 in Review

Axiom Advisory increased its Barron's 400 ETF (BFOR) stake by 1.6% in Q3 2024, buying an estimated $10.7K and bringing the position to 39,680 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #194.

Axiom Advisory first reported a position in BFOR in Q2 2024 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BFOR as of Q3 2024.

  • Axiom Advisory held 39,680 shares of Barron's 400 ETF worth $682K as of Q3 2024.
  • Axiom Advisory bought 620 Barron's 400 ETF shares in Q3 2024, an estimated $10.7K.
  • Barron's 400 ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #194 holding.
  • Axiom Advisory first reported a position in Barron's 400 ETF in Q2 2024 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.