RMR Capital Management, LLC BFOR — ALPS ETF TR

Ownership history in RMR Capital Management, LLC  ·  8 quarters on record

AI Ownership Summary

RMR Capital Management, LLC reported ALPS ETF TR (BFOR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.75% in 2024 Q2. The latest visible filing shows BFOR at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BFOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RMR Capital Management, LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BFOR was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BFOR stock page RMR Capital Management, LLC fund profile RMR Capital Management, LLC full holdings
How RMR Capital Management, LLC held BFOR — position size vs. price
% of Fund (quarterly)    BFOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,302 -27 -0.2% 0.68% $938K 2026-05-20 $88.55
2025 Q4 ADDED — — — 11,329 +2 +0.0% 0.67% $933K 2026-02-12 $86.24
2025 Q3 ADDED — — — 11,327 +2 +0.0% 0.64% $920K 2025-11-03 $79.49
2025 Q2 REDUCED — — — 11,325 -437 -3.7% 0.62% $872K 2025-07-28 $78.57
2025 Q1 REDUCED — — — 11,762 -12 -0.1% 0.58% $817K 2025-05-13 $74.22
2024 Q4 ADDED — — — 11,774 +3 +0.0% 0.63% $857K 2025-01-23 $76.07
2024 Q3 REDUCED 5.1% +2.4% ❌ 11,771 -632 -5.1% 0.69% $844K 2024-11-05 $72.24
2024 Q2 INITIATED — — — 12,403 — — 0.75% $822K 2024-08-14 $66.34

🏢 Other funds also holding BFOR

As of 2026 Q1 — sorted by position size

Veltria Advisors Corp. 3Y 3.43% BANTAMAC CAPITAL, LLC 3Y 0.48% Alteri Wealth LLC 0.34% Trilogy Capital Inc. 3Y 7Y 0.13% Sensible Money, LLC 0.08% GTS SECURITIES LLC 0.05% Huntleigh Advisors, Inc. 0.05% Orange Investment Advisors, Inc. 3Y 7Y 0.03% Asset Dedication, LLC 3Y 7Y 0.02% RVW Wealth, LLC 3Y 7Y 0.02%

FAQ About RMR Capital Management, LLC and BFOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has RMR Capital Management, LLC reported owning BFOR?

RMR Capital Management, LLC reported BFOR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BFOR position in RMR Capital Management, LLC's portfolio?

The largest reported portfolio weight for BFOR was 0.75% in 2024 Q2.

What is the latest reported BFOR position on this page?

The most recent filing on this page is 2026 Q1, when RMR Capital Management, LLC reported 11,302 shares, equal to 0.68% of portfolio, with an estimated market value of $938K.

What does the chart on this BFOR ownership page compare?

The chart compares RMR Capital Management, LLC's quarterly BFOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RMR Capital Management, LLC time their BFOR position?

Based on 13F filing dates vs. subsequent BFOR price moves, RMR Capital Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BFOR relative to SPY over the holding period was -2.3%.

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