Envestnet Asset Management
BFOR icon

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

Envestnet Asset 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
2025
Q4 		– Sell
-12,836
Closed -$260K – 4470
2025
Q3 		$260K Buy
+12,836
New +$255K ﹤0.01% 4168
2022
Q3 		– Sell
-17,004
Closed -$214K – 3904
2022
Q2 		$214K Buy
17,004
+60
+0.4% +$827 ﹤0.01% 3550
2022
Q1 		$251K Buy
16,944
+4,420
+35% +$65.9K ﹤0.01% 3551
2021
Q4 		$202K Buy
+12,524
New +$198K ﹤0.01% 3658

Other funds holding BFOR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Envestnet Asset Management's BFOR Position: Q4 2025 in Review

Envestnet Asset Management sold out of Barron's 400 ETF (BFOR) in Q4 2025, closing a stake of 12,836 shares — an estimated $260K sold.

Envestnet Asset Management first reported a position in BFOR in Q4 2021 and held it in 4 quarters. The position peaked at $260K in Q3 2025. 38 funds tracked by Wall St. Rank hold BFOR as of Q4 2025.

  • Envestnet Asset Management reported no remaining Barron's 400 ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 12,836 Barron's 400 ETF shares in Q4 2025, an estimated $260K.
  • Envestnet Asset Management first reported a position in Barron's 400 ETF in Q4 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Barron's 400 ETF position peaked at $260K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.