CA
BFOR icon

Clearstead Advisors’s Barron's 400 ETF BFOR Stock Holding History

Clearstead Advisors’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 		$9.56K Hold
400
– – ﹤0.01% 1990
2026
Q1 		$8.3K Hold
400
– – ﹤0.01% 1638
2025
Q4 		$8.23K Sell
400
-400
-50% -$8.12K ﹤0.01% 1915
2025
Q3 		$16.2K Hold
800
– – ﹤0.01% 1734
2025
Q2 		$15.4K Hold
800
– – ﹤0.01% 1731
2025
Q1 		$13.9K Buy
+800
New +$14.6K ﹤0.01% 1522

Other funds holding BFOR

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
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
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Clearstead Advisors's BFOR Position: Q2 2026 in Review

Clearstead Advisors held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 400 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Clearstead Advisors first reported a position in BFOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2K in Q3 2025. 20 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Clearstead Advisors held 400 shares of Barron's 400 ETF worth $9.56K as of Q2 2026.
  • Clearstead Advisors left its Barron's 400 ETF share count unchanged in Q2 2026.
  • Barron's 400 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1990 holding.
  • Clearstead Advisors first reported a position in Barron's 400 ETF in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Barron's 400 ETF position peaked at $16.2K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.