ICA Group Wealth Management
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ICA Group Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		– Sell
-2,416
Closed -$41K – 830
2024
Q1 		$41K Hold
2,416
– – 0.01% 602
2023
Q4 		$37.6K Buy
+2,416
New +$34.8K 0.01% 579
2023
Q3 		– Sell
-2,416
Closed -$34.6K – 321
2023
Q2 		$34.6K Hold
2,416
– – 0.01% 575
2023
Q1 		$32.9K Hold
2,416
– – 0.01% 559
2022
Q4 		$32.2K Buy
+2,416
New +$32.9K 0.01% 598

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
9258 Wealth Management
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ICA Group Wealth Management's BFOR Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2024, closing a stake of 2,416 shares — an estimated $41K sold.

ICA Group Wealth Management first reported a position in BFOR in Q4 2022 and held it in 5 quarters. The position peaked at $41K in Q1 2024. 32 funds tracked by Wall St. Rank hold BFOR as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 2,416 Barron's 400 ETF shares in Q2 2024, an estimated $41K.
  • ICA Group Wealth Management first reported a position in Barron's 400 ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Barron's 400 ETF position peaked at $41K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.