LPL Financial
BFOR icon

LPL Financial’s Barron's 400 ETF BFOR Stock Holding History

LPL Financial’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 		$1.27M Sell
53,300
-3,192
-6% -$71.5K ﹤0.01% 4194
2026
Q1 		$1.17M Buy
56,492
+2,680
+5% +$57.3K ﹤0.01% 4046
2025
Q4 		$1.11M Buy
53,812
+704
+1% +$14.3K ﹤0.01% 3966
2025
Q3 		$1.08M Buy
53,108
+2,900
+6% +$57.6K ﹤0.01% 3930
2025
Q2 		$967K Sell
50,208
-516
-1% -$9.22K ﹤0.01% 3791
2025
Q1 		$881K Sell
50,724
-3,052
-6% -$55.8K ﹤0.01% 3665
2024
Q4 		$978K Buy
53,776
+1,848
+4% +$34.6K ﹤0.01% 3506
2024
Q3 		$931K Buy
51,928
+7,736
+18% +$133K ﹤0.01% 3467
2024
Q2 		$732K Buy
44,192
+4,124
+10% +$68.1K ﹤0.01% 3533
2024
Q1 		$680K Hold
40,068
– – ﹤0.01% 3514
2023
Q4 		$623K Sell
40,068
-116
-0.3% -$1.67K ﹤0.01% 3487
2023
Q3 		$566K Sell
40,184
-1,576
-4% -$22.9K ﹤0.01% 3383
2023
Q2 		$598K Sell
41,760
-800
-2% -$10.8K ﹤0.01% 3282
2023
Q1 		$580K Sell
42,560
-4,168
-9% -$58.3K ﹤0.01% 3200
2022
Q4 		$623K Sell
46,728
-1,652
-3% -$22.5K ﹤0.01% 3057
2022
Q3 		$594K Sell
48,380
-4,056
-8% -$54.6K ﹤0.01% 2993
2022
Q2 		$659K Sell
52,436
-3,164
-6% -$43.6K ﹤0.01% 2946
2022
Q1 		$825K Sell
55,600
-9,724
-15% -$145K ﹤0.01% 2773
2021
Q4 		$1.05M Buy
65,324
+5,736
+10% +$90.5K ﹤0.01% 2608
2021
Q3 		$878K Buy
59,588
+1,200
+2% +$18K ﹤0.01% 2722
2021
Q2 		$867K Sell
58,388
-15,544
-21% -$228K ﹤0.01% 2687
2021
Q1 		$1.04M Sell
73,932
-1,460
-2% -$19.7K ﹤0.01% 2365
2020
Q4 		$938K Buy
75,392
+13,708
+22% +$159K ﹤0.01% 2237
2020
Q3 		$648K Buy
61,684
+8,944
+17% +$93.2K ﹤0.01% 2263
2020
Q2 		$517K Sell
52,740
-1,912
-3% -$17.4K ﹤0.01% 2354
2020
Q1 		$427K Sell
54,652
-18,456
-25% -$179K ﹤0.01% 2195
2019
Q4 		$781K Sell
73,108
-4,404
-6% -$45.3K ﹤0.01% 2023
2019
Q3 		$771K Sell
77,512
-39,548
-34% -$392K ﹤0.01% 1919
2019
Q2 		$1.18M Sell
117,060
-1,140
-1% -$11.5K ﹤0.01% 1617
2019
Q1 		$1.18M Sell
118,200
-2,116
-2% -$20.9K ﹤0.01% 1546
2018
Q4 		$1.07M Buy
120,316
+14,808
+14% +$147K ﹤0.01% 1484
2018
Q3 		$1.19M Buy
105,508
+17,500
+20% +$197K ﹤0.01% 1546
2018
Q2 		$956K Buy
88,008
+3,532
+4% +$37.8K ﹤0.01% 1655
2018
Q1 		$880K Buy
84,476
+25,072
+42% +$266K ﹤0.01% 1703
2017
Q4 		$618K Buy
59,404
+18,060
+44% +$184K ﹤0.01% 1871
2017
Q3 		$410K Sell
41,344
-1,732
-4% -$16.4K ﹤0.01% 2095
2017
Q2 		$407K Sell
43,076
-2,204
-5% -$20.5K ﹤0.01% 2037
2017
Q1 		$411K Sell
45,280
-20
-0% -$180 ﹤0.01% 1962
2016
Q4 		$399K Sell
45,300
-7,184
-14% -$60K ﹤0.01% 1933
2016
Q3 		$421K Sell
52,484
-11,068
-17% -$88.4K ﹤0.01% 1861
2016
Q2 		$481K Sell
63,552
-124,848
-66% -$946K ﹤0.01% 1711
2016
Q1 		$1.41M Sell
188,400
-27,204
-13% -$192K ﹤0.01% 1416
2015
Q4 		$1.59M Buy
215,604
+110,512
+105% +$858K ﹤0.01% 1322
2015
Q3 		$806K Buy
105,092
+11,216
+12% +$89.3K ﹤0.01% 1409
2015
Q2 		$775K Buy
93,876
+16,684
+22% +$140K ﹤0.01% 1555
2015
Q1 		$640K Sell
77,192
-65,536
-46% -$525K ﹤0.01% 1674
2014
Q4 		$1.13M Sell
142,728
-40,484
-22% -$312K 0.01% 1227
2014
Q3 		$1.36M Sell
183,212
-400
-0.2% -$3.11K 0.01% 1084
2014
Q2 		$1.44M Buy
183,612
+10,052
+6% +$76K 0.01% 1086
2014
Q1 		$1.32M Buy
173,560
+28,548
+20% +$212K 0.01% 1087
2013
Q4 		$1.08M Buy
145,012
+39,228
+37% +$280K 0.01% 1197
2013
Q3 		$734K Buy
105,784
+9,920
+10% +$65.4K ﹤0.01% 1384
2013
Q2 		$592K Buy
+95,864
New +$595K ﹤0.01% 1448

Other funds holding BFOR

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
IA
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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

LPL Financial's BFOR Position: Q2 2026 in Review

LPL Financial reduced its Barron's 400 ETF (BFOR) stake by 5.7% in Q2 2026, selling an estimated $71.5K and leaving 53,300 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

LPL Financial first reported a position in BFOR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q4 2015. 19 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • LPL Financial held 53,300 shares of Barron's 400 ETF worth $1.27M as of Q2 2026.
  • LPL Financial sold 3,192 Barron's 400 ETF shares in Q2 2026, an estimated $71.5K.
  • Barron's 400 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4194 holding.
  • LPL Financial first reported a position in Barron's 400 ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Barron's 400 ETF position peaked at $1.59M in Q4 2015.
  • 19 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.