Redmont Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History

Redmont Wealth 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
2023 Q1	–	Sell	-40,000	Closed	-$533K	–	67
2022 Q4	$533K	Hold	40,000	–	–	0.63%	44
2022 Q3	$491K	Hold	40,000	–	–	0.64%	37
2022 Q2	$502K	Hold	40,000	–	–	0.61%	39
2022 Q1	$593K	Hold	40,000	–	–	0.63%	39
2021 Q4	$644K	Buy	+40,000	New	+$631K	0.69%	37

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

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Redmont Wealth Advisors's BFOR Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of Barron's 400 ETF (BFOR) in Q1 2023, closing a stake of 40,000 shares — an estimated $533K sold.

Redmont Wealth Advisors first reported a position in BFOR in Q4 2021 and held it in 5 quarters. The position peaked at $644K in Q4 2021. 24 funds tracked by Wall St. Rank hold BFOR as of Q1 2023.

Redmont Wealth Advisors reported no remaining Barron's 400 ETF position as of Q1 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 40,000 Barron's 400 ETF shares in Q1 2023, an estimated $533K.
Redmont Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2021 and held it in 5 quarters.
Redmont Wealth Advisors's Barron's 400 ETF position peaked at $644K in Q4 2021.
24 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.