Capital Investment Advisory Services’s Barron's 400 ETF BFOR Stock Holding History

Capital Investment Advisory Services’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	$9.24K	Hold	388	–	–	﹤0.01%	1160
2026 Q1	$8.03K	Hold	388	–	–	﹤0.01%	1081
2025 Q4	$7.96K	Buy	388 +4	+1%	+$81	﹤0.01%	1037
2025 Q3	$7.8K	Hold	384	–	–	﹤0.01%	984
2025 Q2	$7.4K	Hold	384	–	–	﹤0.01%	961
2025 Q1	$6.67K	Hold	384	–	–	﹤0.01%	903
2024 Q4	$6.99K	Buy	384 +4	+1%	+$75	﹤0.01%	838
2024 Q3	$6.85K	Hold	380	–	–	﹤0.01%	876
2024 Q2	$6.33K	Hold	380	–	–	﹤0.01%	859
2024 Q1	$6.48K	Hold	380	–	–	﹤0.01%	851
2023 Q4	$5.94K	Buy	380 +4	+1%	+$58	﹤0.01%	873
2023 Q3	$5.31K	Buy	+376	New	+$5.47K	﹤0.01%	838

Other funds holding BFOR

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Investment Advisory Services's BFOR Position: Q2 2026 in Review

Capital Investment Advisory Services held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 388 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Capital Investment Advisory Services first reported a position in BFOR in Q3 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Capital Investment Advisory Services held 388 shares of Barron's 400 ETF worth $9.24K as of Q2 2026.
Capital Investment Advisory Services left its Barron's 400 ETF share count unchanged in Q2 2026.
Barron's 400 ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1160 holding.
Capital Investment Advisory Services first reported a position in Barron's 400 ETF in Q3 2023 and has held it in 12 quarters since.
30 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.