High Note Wealth’s Barron's 400 ETF BFOR Stock Holding History

High Note Wealth’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	$3.83K	Hold	160	–	–	﹤0.01%	687
2026 Q1	$3.32K	Hold	160	–	–	﹤0.01%	683
2025 Q4	$3.29K	Hold	160	–	–	﹤0.01%	648
2025 Q3	$3.25K	Hold	160	–	–	﹤0.01%	621
2025 Q2	$3.08K	Hold	160	–	–	﹤0.01%	604
2025 Q1	$2.78K	Hold	160	–	–	﹤0.01%	604
2024 Q4	$2.91K	Buy	+160	New	+$2.99K	﹤0.01%	630

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

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

High Note Wealth's BFOR Position: Q2 2026 in Review

High Note Wealth held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 160 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

High Note Wealth first reported a position in BFOR in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

High Note Wealth held 160 shares of Barron's 400 ETF worth $3.83K as of Q2 2026.
High Note Wealth left its Barron's 400 ETF share count unchanged in Q2 2026.
Barron's 400 ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #687 holding.
High Note Wealth first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.