Caption Management’s Barron's 400 ETF BFOR Stock Holding History

Caption 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
2026 Q2	$191K	Buy	+8,000	New	+$179K	﹤0.01%	1471

Other funds holding BFOR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 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

Caption Management's BFOR Position: Q2 2026 in Review

Caption Management opened a new position in Barron's 400 ETF (BFOR) in Q2 2026: 8,000 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings.

43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Caption Management held 8,000 shares of Barron's 400 ETF worth $191K as of Q2 2026.
Barron's 400 ETF was a new Caption Management position in Q2 2026.
Barron's 400 ETF made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1471 holding.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.