MML Investors Services’s Barron's 400 ETF BFOR Stock Holding History

MML Investors Services’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
2022 Q4	–	Sell	-23,776	Closed	-$292K	–	2158
2022 Q3	$292K	Sell	23,776 -8,856	-27%	-$119K	﹤0.01%	1694
2022 Q2	$410K	Sell	32,632 -160	-0.5%	-$2.21K	﹤0.01%	1514
2022 Q1	$487K	Buy	32,792 +6,436	+24%	+$95.9K	﹤0.01%	1469
2021 Q4	$425K	Buy	26,356 +2,504	+10%	+$39.5K	﹤0.01%	1502
2021 Q3	$352K	Buy	+23,852	New	+$357K	﹤0.01%	1553

Other funds holding BFOR

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

RWA

Redmont Wealth Advisors Chicago, Illinois $66M AUM 13.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services's BFOR Position: Q4 2022 in Review

MML Investors Services sold out of Barron's 400 ETF (BFOR) in Q4 2022, closing a stake of 23,776 shares — an estimated $292K sold.

MML Investors Services first reported a position in BFOR in Q3 2021 and held it in 5 quarters. The position peaked at $487K in Q1 2022. 31 funds tracked by Wall St. Rank hold BFOR as of Q4 2022.

MML Investors Services reported no remaining Barron's 400 ETF position as of Q4 2022 after selling out during the quarter.
MML Investors Services sold 23,776 Barron's 400 ETF shares in Q4 2022, an estimated $292K.
MML Investors Services first reported a position in Barron's 400 ETF in Q3 2021 and held it in 5 quarters.
MML Investors Services's Barron's 400 ETF position peaked at $487K in Q1 2022.
31 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2022.

Based on MML Investors Services's 13F filing for Q4 2022, filed 13 Feb 2023.