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RVW Wealth’s Barron's 400 ETF BFOR Stock Holding History

RVW Wealth’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
Q2 		$277K Hold
11,596
– – 0.02% 156
2026
Q1 		$241K Hold
11,596
– – 0.02% 160
2025
Q4 		$239K Hold
11,596
– – 0.02% 161
2025
Q3 		$235K Hold
11,596
– – 0.02% 160
2025
Q2 		$223K Hold
11,596
– – 0.02% 156
2025
Q1 		$201K Sell
11,596
-676
-6% -$12.4K 0.02% 158
2024
Q4 		$223K Hold
12,272
– – 0.02% 138
2024
Q3 		$220K Hold
12,272
– – 0.02% 144
2024
Q2 		$203K Hold
12,272
– – 0.02% 146
2024
Q1 		$208K Buy
+12,272
New +$195K 0.02% 141
2023
Q4 		– Sell
-12,276
Closed -$173K – 167
2023
Q3 		$173K Buy
+12,276
New +$179K 0.02% 146
2022
Q2 		– Sell
-14,220
Closed -$211K – 131
2022
Q1 		$211K Hold
14,220
– – 0.02% 126
2021
Q4 		$229K Hold
14,220
– – 0.03% 121
2021
Q3 		$0 Sell
14,220
-1,648
-10% -$24.7K ﹤0.01% 91
2021
Q2 		$0 Hold
15,868
– – ﹤0.01% 83
2021
Q1 		$1M Sell
15,868
-1,412
-8% -$19K 0.13% 61
2020
Q4 		$1M Sell
17,280
-3,132
-15% -$36.3K 0.15% 54
2020
Q3 		$214K Sell
20,412
-2,592
-11% -$27K 0.04% 91
2020
Q2 		$225K Sell
23,004
-70,956
-76% -$645K 0.04% 86
2020
Q1 		$733K Sell
93,960
-371,352
-80% -$3.6M 0.17% 67
2019
Q4 		$4.97M Sell
465,312
-15,576
-3% -$160K 1.09% 28
2019
Q3 		$4.78M Sell
480,888
-40,172
-8% -$398K 1.14% 27
2019
Q2 		$5.27M Sell
521,060
-23,160
-4% -$233K 1.26% 26
2019
Q1 		$5.45M Buy
+544,220
New +$5.38M 1.39% 23

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

RVW Wealth's BFOR Position: Q2 2026 in Review

RVW Wealth held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 11,596 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #156.

RVW Wealth first reported a position in BFOR in Q1 2019 and has held it in 24 quarters since. The position peaked at $5.45M in Q1 2019. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • RVW Wealth held 11,596 shares of Barron's 400 ETF worth $277K as of Q2 2026.
  • RVW Wealth left its Barron's 400 ETF share count unchanged in Q2 2026.
  • Barron's 400 ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #156 holding.
  • RVW Wealth first reported a position in Barron's 400 ETF in Q1 2019 and has held it in 24 quarters since.
  • RVW Wealth's Barron's 400 ETF position peaked at $5.45M in Q1 2019.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.