Hudson Valley Investment Advisors’s Barron's 400 ETF BFOR Stock Holding History

Hudson Valley Investment 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	$287K	Hold	12,000	–	–	0.03%	131
2026 Q1	$249K	Hold	12,000	–	–	0.03%	135
2025 Q4	$247K	Hold	12,000	–	–	0.03%	140
2025 Q3	$244K	Hold	12,000	–	–	0.03%	155
2025 Q2	$231K	Hold	12,000	–	–	0.03%	156
2025 Q1	$208K	Hold	12,000	–	–	0.02%	155
2024 Q4	$218K	Hold	12,000	–	–	0.02%	159
2024 Q3	$215K	Buy	+12,000	New	+$206K	0.02%	159
2024 Q2	–	Sell	-12,000	Closed	-$204K	–	182
2024 Q1	$204K	Buy	+12,000	New	+$191K	0.02%	166

Other funds holding BFOR

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hudson Valley Investment Advisors's BFOR Position: Q2 2026 in Review

Hudson Valley Investment Advisors held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 12,000 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #131.

Hudson Valley Investment Advisors first reported a position in BFOR in Q1 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Hudson Valley Investment Advisors held 12,000 shares of Barron's 400 ETF worth $287K as of Q2 2026.
Hudson Valley Investment Advisors left its Barron's 400 ETF share count unchanged in Q2 2026.
Barron's 400 ETF made up 0.03% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #131 holding.
Hudson Valley Investment Advisors first reported a position in Barron's 400 ETF in Q1 2024 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.