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 Q2	$810K	Hold	33,900	–	–	﹤0.01%	966
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 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

Waverly Advisors's BFOR Position: Q2 2026 in Review

Waverly Advisors held its Barron's 400 ETF (BFOR) position steady in Q2 2026 at 33,900 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Waverly Advisors first reported a position in BFOR in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Waverly Advisors held 33,900 shares of Barron's 400 ETF worth $810K as of Q2 2026.
Waverly Advisors left its Barron's 400 ETF share count unchanged in Q2 2026.
Barron's 400 ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #966 holding.
Waverly Advisors first reported a position in Barron's 400 ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.