Mariner’s Barron's 400 ETF BFOR Stock Holding History

Mariner’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 Q4	–	Sell	-12,000	Closed	-$215K	–	3397
2024 Q3	$215K	Buy	+12,000	New	+$206K	﹤0.01%	2885
2024 Q2	–	Sell	-12,000	Closed	-$204K	–	3174
2024 Q1	$204K	Buy	+12,000	New	+$191K	﹤0.01%	2757

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

Mariner's BFOR Position: Q4 2024 in Review

Mariner sold out of Barron's 400 ETF (BFOR) in Q4 2024, closing a stake of 12,000 shares — an estimated $215K sold.

Mariner first reported a position in BFOR in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 42 funds tracked by Wall St. Rank hold BFOR as of Q4 2024.

Mariner reported no remaining Barron's 400 ETF position as of Q4 2024 after selling out during the quarter.
Mariner sold 12,000 Barron's 400 ETF shares in Q4 2024, an estimated $215K.
Mariner first reported a position in Barron's 400 ETF in Q1 2024 and held it in 2 quarters.
Mariner's Barron's 400 ETF position peaked at $215K in Q3 2024.
42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.