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JDM Financial Group’s Barron's 400 ETF BFOR Stock Holding History

JDM Financial Group’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
2025
Q1 		– Sell
-800
Closed -$14.6K – 308
2024
Q4 		$14.6K Hold
800
– – 0.01% 146
2024
Q3 		$14.3K Buy
+800
New +$13.8K 0.01% 145

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

JDM Financial Group's BFOR Position: Q1 2025 in Review

JDM Financial Group sold out of Barron's 400 ETF (BFOR) in Q1 2025, closing a stake of 800 shares — an estimated $14.6K sold.

JDM Financial Group first reported a position in BFOR in Q3 2024 and held it in 2 quarters. The position peaked at $14.6K in Q4 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q1 2025.

  • JDM Financial Group reported no remaining Barron's 400 ETF position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 800 Barron's 400 ETF shares in Q1 2025, an estimated $14.6K.
  • JDM Financial Group first reported a position in Barron's 400 ETF in Q3 2024 and held it in 2 quarters.
  • JDM Financial Group's Barron's 400 ETF position peaked at $14.6K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.