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Integrated Wealth Concepts’s Barron's 400 ETF BFOR Stock Holding History

Integrated Wealth Concepts’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 		$142K Buy
+5,944
New +$133K ﹤0.01% 2561

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

Integrated Wealth Concepts's BFOR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Barron's 400 ETF (BFOR) in Q2 2026: 5,944 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #2561 among its holdings.

43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Integrated Wealth Concepts held 5,944 shares of Barron's 400 ETF worth $142K as of Q2 2026.
  • Barron's 400 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Barron's 400 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2561 holding.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.