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BFC Planning, Inc.’s Virtus AlphaSimplex Global Macro ETF ASGM Stock Holding History

BFC Planning, Inc.’s Portfolio ASGM Stock Details ASGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42K Buy
+205
New +$6.35K ﹤0.01% 2576

Other funds holding ASGM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Virtus ETF Advisers
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

BFC Planning, Inc.'s ASGM Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Virtus AlphaSimplex Global Macro ETF (ASGM) in Q2 2026: 205 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #2576 among its holdings.

5 funds tracked by Wall St. Rank hold ASGM as of Q2 2026.

  • BFC Planning, Inc. held 205 shares of Virtus AlphaSimplex Global Macro ETF worth $6.42K as of Q2 2026.
  • Virtus AlphaSimplex Global Macro ETF was a new BFC Planning, Inc. position in Q2 2026.
  • Virtus AlphaSimplex Global Macro ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2576 holding.
  • 5 funds tracked by Wall St. Rank held Virtus AlphaSimplex Global Macro ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.