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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

EverSource Wealth Advisors's BFOR Position: Q1 2026 in Review

EverSource Wealth Advisors held its Barron's 400 ETF (BFOR) position steady in Q1 2026 at 168 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

EverSource Wealth Advisors first reported a position in BFOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.85K in Q2 2025. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

  • EverSource Wealth Advisors held 168 shares of Barron's 400 ETF worth $3.45K as of Q1 2026.
  • EverSource Wealth Advisors left its Barron's 400 ETF share count unchanged in Q1 2026.
  • Barron's 400 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3436 holding.
  • EverSource Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Barron's 400 ETF position peaked at $9.85K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.