Belvedere Trading
BFOR icon

Belvedere Trading’s Barron's 400 ETF BFOR Stock Holding History

Belvedere Trading’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 		$172K Buy
+7,200
New +$161K ﹤0.01% 630
2025
Q3 		– Sell
-25,200
Closed -$485K – 913
2025
Q2 		$485K Buy
25,200
+11,600
+85% +$207K ﹤0.01% 238
2025
Q1 		$236K Buy
+13,600
New +$249K ﹤0.01% 328
2024
Q1 		– Sell
-84,400
Closed -$1.31M – 705
2023
Q4 		$1.31M Buy
+84,400
New +$1.21M ﹤0.01% 81

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
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 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