EP Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History

EP Wealth 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
2025 Q1	–	Sell	-11,540	Closed	-$210K	–	1293
2024 Q4	$210K	Buy	+11,540	New	+$216K	﹤0.01%	1052

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

EP Wealth Advisors's BFOR Position: Q1 2025 in Review

EP Wealth Advisors sold out of Barron's 400 ETF (BFOR) in Q1 2025, closing a stake of 11,540 shares — an estimated $210K sold.

EP Wealth Advisors first reported a position in BFOR in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q1 2025.

EP Wealth Advisors reported no remaining Barron's 400 ETF position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 11,540 Barron's 400 ETF shares in Q1 2025, an estimated $210K.
EP Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's Barron's 400 ETF position peaked at $210K in Q4 2024.
36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.