NewEdge Advisors’s Barron's 400 ETF BFOR Stock Holding History

NewEdge Advisors’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 Q1	$62.3K	Hold	3,000	–	–	﹤0.01%	2878
2025 Q4	$61.8K	Hold	3,000	–	–	﹤0.01%	2903
2025 Q3	$60.9K	Sell	3,000 -1,000	-25%	-$19.9K	﹤0.01%	2771
2025 Q2	$77K	Sell	4,000 -700	-15%	-$12.5K	﹤0.01%	2518
2025 Q1	$81.6K	Buy	4,700 +1,700	+57%	+$31.1K	﹤0.01%	2365
2024 Q4	$54.6K	Hold	3,000	–	–	﹤0.01%	2496
2024 Q3	$53.8K	Hold	3,000	–	–	﹤0.01%	2408
2024 Q2	$49.7K	Hold	3,000	–	–	﹤0.01%	2348
2024 Q1	$50.9K	Hold	3,000	–	–	﹤0.01%	2310
2023 Q4	$46.6K	Sell	3,000 -1,608	-35%	-$23.1K	﹤0.01%	2257
2023 Q3	$64.9K	Buy	4,608 +1,608	+54%	+$23.4K	﹤0.01%	2004
2023 Q2	$42.9K	Hold	3,000	–	–	﹤0.01%	2133
2023 Q1	$40.9K	Hold	3,000	–	–	﹤0.01%	2084
2022 Q4	$40	Buy	+3,000	New	+$40.8K	﹤0.01%	3502
2017 Q3	–	Sell	-8,856	Closed	-$83.6K	–	432
2017 Q2	$83.6K	Buy	+8,856	New	+$82.3K	0.01%	449

Other funds holding BFOR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

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

NewEdge Advisors's BFOR Position: Q1 2026 in Review

NewEdge Advisors held its Barron's 400 ETF (BFOR) position steady in Q1 2026 at 3,000 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

NewEdge Advisors first reported a position in BFOR in Q2 2017 and has held it in 15 quarters since. The position peaked at $83.6K in Q2 2017. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

NewEdge Advisors held 3,000 shares of Barron's 400 ETF worth $62.3K as of Q1 2026.
NewEdge Advisors left its Barron's 400 ETF share count unchanged in Q1 2026.
Barron's 400 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2878 holding.
NewEdge Advisors first reported a position in Barron's 400 ETF in Q2 2017 and has held it in 15 quarters since.
NewEdge Advisors's Barron's 400 ETF position peaked at $83.6K in Q2 2017.
41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.