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

EverSource 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
2026
Q2 		$3.97K Hold
168
– – ﹤0.01% 3402
2026
Q1 		$3.45K Hold
168
– – ﹤0.01% 3436
2025
Q4 		$3.42K Buy
168
+4
+2% +$81 ﹤0.01% 3279
2025
Q3 		$3.35K Sell
164
-348
-68% -$6.92K ﹤0.01% 3322
2025
Q2 		$9.85K Hold
512
– – ﹤0.01% 2815
2025
Q1 		$8.88K Hold
512
– – ﹤0.01% 2170
2024
Q4 		$9.3K Buy
+512
New +$9.58K ﹤0.01% 2035

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

EverSource Wealth Advisors's BFOR Position: Q2 2026 in Review

EverSource Wealth Advisors held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 168 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

EverSource Wealth Advisors first reported a position in BFOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.85K in Q2 2025. 42 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • EverSource Wealth Advisors held 168 shares of Barron's 400 ETF worth $3.97K as of Q2 2026.
  • EverSource Wealth Advisors left its Barron's 400 ETF share count unchanged in Q2 2026.
  • Barron's 400 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3402 holding.
  • EverSource Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Barron's 400 ETF position peaked at $9.85K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.