BFC Planning, Inc.’s EA Bridgeway Ultra-Small Company Market ETF BUSM Stock Holding History

BFC Planning, Inc.’s Portfolio BUSM Stock Details BUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$289K	Buy	+17,963	New	+$301K	0.01%	802

Other funds holding BUSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bristlecone Value Partners Los Angeles, California $128M AUM 14.95% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cozad Asset Management Champaign, Illinois $1.49B AUM 35.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Tanglewood Legacy Advisors Houston, Texas $309M AUM 16.05% 1-Year Est. Return

BFC Planning, Inc.'s BUSM Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in EA Bridgeway Ultra-Small Company Market ETF (BUSM) in Q3 2026: 17,963 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

18 funds tracked by Wall St. Rank hold BUSM as of Q3 2026.

BFC Planning, Inc. held 17,963 shares of EA Bridgeway Ultra-Small Company Market ETF worth $289K as of Q3 2026.
EA Bridgeway Ultra-Small Company Market ETF was a new BFC Planning, Inc. position in Q3 2026.
EA Bridgeway Ultra-Small Company Market ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #802 holding.
18 funds tracked by Wall St. Rank held EA Bridgeway Ultra-Small Company Market ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.