Comprehensive Financial Planning’s CapForce IBD 50 ETF FFTY Stock Holding History

Comprehensive Financial Planning’s Portfolio FFTY Stock Details FFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$569K	Sell	13,065 -22,355	-63%	-$881K	0.3%	73
2026 Q1	$1.18M	Buy	35,420 +5,462	+18%	+$203K	0.82%	37
2025 Q4	$1.04M	Sell	29,958 -17,704	-37%	-$653K	0.69%	40
2025 Q3	$1.78M	Buy	47,662 +16,996	+55%	+$588K	1.22%	24
2025 Q2	$996K	Buy	+30,666	New	+$876K	0.78%	33
2025 Q1	–	Sell	-15,273	Closed	-$437K	–	343
2024 Q4	$437K	Buy	+15,273	New	+$444K	0.37%	56

Other funds holding FFTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Comprehensive Financial Planning's FFTY Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its CapForce IBD 50 ETF (FFTY) stake by 63% in Q2 2026, selling an estimated $881K and leaving 13,065 shares worth $569K. The position accounts for 0.3% of the portfolio, ranked #73.

Comprehensive Financial Planning first reported a position in FFTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.78M in Q3 2025. 33 funds tracked by Wall St. Rank hold FFTY as of Q2 2026.

Comprehensive Financial Planning held 13,065 shares of CapForce IBD 50 ETF worth $569K as of Q2 2026.
Comprehensive Financial Planning sold 22,355 CapForce IBD 50 ETF shares in Q2 2026, an estimated $881K.
CapForce IBD 50 ETF made up 0.3% of Comprehensive Financial Planning's portfolio in Q2 2026, its #73 holding.
Comprehensive Financial Planning first reported a position in CapForce IBD 50 ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's CapForce IBD 50 ETF position peaked at $1.78M in Q3 2025.
33 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.