BOLTON SECURITIES CORPORATION’s Barron's 400 ETF BFOR Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$10.3M	Buy	+593,844	New	+$10.9M	0.61%	25

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

ASB Consultores Aventura, Florida $81.9M AUM 21.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Alteri Wealth Westlake Village, California $358M AUM 37.59% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BFOR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Barron's 400 ETF (BFOR) in Q1 2025: 593,844 shares worth $10.3M. The stake represents 0.61% of the portfolio and ranks #25 among its holdings.

37 funds tracked by Wall St. Rank hold BFOR as of Q1 2025.

BOLTON SECURITIES CORPORATION held 593,844 shares of Barron's 400 ETF worth $10.3M as of Q1 2025.
Barron's 400 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Barron's 400 ETF made up 0.61% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #25 holding.
37 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.