CWA Asset Management Group’s Barron's 400 ETF BFOR Stock Holding History

CWA Asset Management 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
2026 Q3	$321K	Hold	14,000	–	–	0.01%	582
2026 Q2	$335K	Hold	14,000	–	–	0.01%	566
2026 Q1	$291K	Hold	14,000	–	–	0.01%	569
2025 Q4	$288K	Hold	14,000	–	–	0.01%	551
2025 Q3	$284K	Hold	14,000	–	–	0.01%	565
2025 Q2	$270K	Hold	14,000	–	–	0.01%	562
2025 Q1	$243K	Hold	14,000	–	–	0.01%	557
2024 Q4	$255K	Hold	14,000	–	–	0.01%	509
2024 Q3	$251K	Buy	+14,000	New	+$241K	0.01%	514
2024 Q1	$238K	Hold	14,000	–	–	0.01%	476
2023 Q4	$218K	Buy	+14,000	New	+$202K	0.01%	391
2023 Q3	–	Sell	-14,000	Closed	-$200K	–	358
2023 Q2	$200K	Buy	+14,000	New	+$189K	0.01%	348
2023 Q1	–	Sell	-26,000	Closed	-$346K	–	322
2022 Q4	$346K	Hold	26,000	–	–	0.03%	239
2022 Q3	$319K	Sell	26,000 -24,000	-48%	-$323K	0.03%	222
2022 Q2	$628K	Hold	50,000	–	–	0.06%	155
2022 Q1	$742K	Buy	+50,000	New	+$745K	0.06%	149

Other funds holding BFOR

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CWA Asset Management Group's BFOR Position: Q3 2026 in Review

CWA Asset Management Group held its Barron's 400 ETF (BFOR) position steady in Q3 2026 at 14,000 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #582.

CWA Asset Management Group first reported a position in BFOR in Q1 2022 and has held it in 16 quarters since. The position peaked at $742K in Q1 2022. 6 funds tracked by Wall St. Rank hold BFOR as of Q3 2026.

CWA Asset Management Group held 14,000 shares of Barron's 400 ETF worth $321K as of Q3 2026.
CWA Asset Management Group left its Barron's 400 ETF share count unchanged in Q3 2026.
Barron's 400 ETF made up 0.01% of CWA Asset Management Group's portfolio in Q3 2026, its #582 holding.
CWA Asset Management Group first reported a position in Barron's 400 ETF in Q1 2022 and has held it in 16 quarters since.
CWA Asset Management Group's Barron's 400 ETF position peaked at $742K in Q1 2022.
6 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2026.

Based on CWA Asset Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.