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Waverly Advisors’s Barron's 400 ETF BFOR Stock Holding History

Waverly 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
2026
Q1 		$703K Hold
33,900
– – 0.01% 937
2025
Q4 		$698K Hold
33,900
– – 0.01% 879
2025
Q3 		$688K Sell
33,900
-3,200
-9% -$63.6K 0.01% 749
2025
Q2 		$714K Hold
37,100
– – 0.01% 704
2025
Q1 		$644K Hold
37,100
– – 0.01% 711
2024
Q4 		$675K Buy
+37,100
New +$694K 0.01% 608

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Waverly Advisors's BFOR Position: Q1 2026 in Review

Waverly Advisors held its Barron's 400 ETF (BFOR) position steady in Q1 2026 at 33,900 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #937.

Waverly Advisors first reported a position in BFOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $714K in Q2 2025. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

  • Waverly Advisors held 33,900 shares of Barron's 400 ETF worth $703K as of Q1 2026.
  • Waverly Advisors left its Barron's 400 ETF share count unchanged in Q1 2026.
  • Barron's 400 ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #937 holding.
  • Waverly Advisors first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Barron's 400 ETF position peaked at $714K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.