CIBC Private Wealth Group
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CIBC Private Wealth Group’s Barron's 400 ETF BFOR Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-1,200
Closed -$23.1K – 3104
2025
Q2 		$23.1K Sell
1,200
-1,400
-54% -$25K ﹤0.01% 1963
2025
Q1 		$40.1K Sell
2,600
-2,600
-50% -$47.5K ﹤0.01% 1710
2024
Q4 		$95.3K Hold
5,200
– – ﹤0.01% 1436
2024
Q3 		$93.2K Sell
5,200
-1,440
-22% -$24.8K ﹤0.01% 1514
2024
Q2 		$110K Hold
6,640
– – ﹤0.01% 1367
2024
Q1 		$112K Buy
+6,640
New +$106K ﹤0.01% 1350
2014
Q3 		– Sell
-96,400
Closed -$757K – 604
2014
Q2 		$757K Hold
96,400
– – 0.01% 478
2014
Q1 		$744K Buy
+96,400
New +$716K 0.01% 471

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
Trilogy Capital
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

CIBC Private Wealth Group's BFOR Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Barron's 400 ETF (BFOR) in Q3 2025, closing a stake of 1,200 shares — an estimated $23.1K sold.

CIBC Private Wealth Group first reported a position in BFOR in Q1 2014 and held it in 8 quarters. The position peaked at $757K in Q2 2014. 39 funds tracked by Wall St. Rank hold BFOR as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Barron's 400 ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,200 Barron's 400 ETF shares in Q3 2025, an estimated $23.1K.
  • CIBC Private Wealth Group first reported a position in Barron's 400 ETF in Q1 2014 and held it in 8 quarters.
  • CIBC Private Wealth Group's Barron's 400 ETF position peaked at $757K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.