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Spire Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Spire Wealth Management’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 		$210K Hold
8,800
– – 0.01% 767
2026
Q1 		$183K Hold
8,800
– – 0.01% 809
2025
Q4 		$181K Hold
8,800
– – 0.01% 822
2025
Q3 		$179K Buy
+8,800
New +$175K 0.01% 812

Other funds holding BFOR

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Spire Wealth Management's BFOR Position: Q2 2026 in Review

Spire Wealth Management held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 8,800 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #767.

Spire Wealth Management first reported a position in BFOR in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Spire Wealth Management held 8,800 shares of Barron's 400 ETF worth $210K as of Q2 2026.
  • Spire Wealth Management left its Barron's 400 ETF share count unchanged in Q2 2026.
  • Barron's 400 ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Spire Wealth Management first reported a position in Barron's 400 ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.