UBS AM’s Barron's 400 ETF BFOR Stock Holding History

UBS AM’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	$4.97K	Sell	208 -632	-75%	-$14.2K	﹤0.01%	3399
2026 Q1	$17.4K	Buy	+840	New	+$18K	﹤0.01%	3167
2019 Q4	–	Sell	-1,296	Closed	-$12.9K	–	2560
2019 Q3	$12.9K	Hold	1,296	–	–	﹤0.01%	2795
2019 Q2	$13.1K	Hold	1,296	–	–	﹤0.01%	2763
2019 Q1	$13K	Hold	1,296	–	–	﹤0.01%	2696
2018 Q4	$11.5K	Hold	1,296	–	–	﹤0.01%	2663
2018 Q3	$14.6K	Hold	1,296	–	–	﹤0.01%	2648
2018 Q2	$14.1K	Hold	1,296	–	–	﹤0.01%	2667
2018 Q1	$13.5K	Hold	1,296	–	–	﹤0.01%	2564
2017 Q4	$13.5K	Buy	+1,296	New	+$13.2K	﹤0.01%	2488
2017 Q2	–	Sell	-1,820	Closed	-$16.7K	–	2533
2017 Q1	$16.7K	Buy	+1,820	New	+$16.4K	﹤0.01%	2388

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

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

UBS AM's BFOR Position: Q2 2026 in Review

UBS AM reduced its Barron's 400 ETF (BFOR) stake by 75% in Q2 2026, selling an estimated $14.2K and leaving 208 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

UBS AM first reported a position in BFOR in Q1 2017 and has held it in 11 quarters since. The position peaked at $17.4K in Q1 2026. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

UBS AM held 208 shares of Barron's 400 ETF worth $4.97K as of Q2 2026.
UBS AM sold 632 Barron's 400 ETF shares in Q2 2026, an estimated $14.2K.
Barron's 400 ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3399 holding.
UBS AM first reported a position in Barron's 400 ETF in Q1 2017 and has held it in 11 quarters since.
UBS AM's Barron's 400 ETF position peaked at $17.4K in Q1 2026.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.