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Richard W. Paul & Associates’s Barron's 400 ETF BFOR Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-196
Closed -$3.57K – 351
2024
Q4 		$3.57K Hold
196
– – ﹤0.01% 372
2024
Q3 		$3.51K Hold
196
– – ﹤0.01% 376
2024
Q2 		$3.25K Hold
196
– – ﹤0.01% 378
2024
Q1 		$3.33K Hold
196
– – ﹤0.01% 384
2023
Q4 		$3.05K Hold
196
– – ﹤0.01% 379
2023
Q3 		$2.76K Hold
196
– – ﹤0.01% 379
2023
Q2 		$2.81K Hold
196
– – ﹤0.01% 405
2023
Q1 		$2.67K Sell
196
-4
-2% -$56 ﹤0.01% 420
2022
Q4 		$2.67K Buy
+200
New +$2.72K ﹤0.01% 413

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
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
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

Richard W. Paul & Associates's BFOR Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Barron's 400 ETF (BFOR) in Q1 2025, closing a stake of 196 shares — an estimated $3.57K sold.

Richard W. Paul & Associates first reported a position in BFOR in Q4 2022 and held it in 9 quarters. The position peaked at $3.57K in Q4 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Barron's 400 ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 196 Barron's 400 ETF shares in Q1 2025, an estimated $3.57K.
  • Richard W. Paul & Associates first reported a position in Barron's 400 ETF in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Barron's 400 ETF position peaked at $3.57K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.