BFC Planning, Inc.’s State Street SPDR S&P Kensho Grid Innovation ETF CNRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8K	Hold	157	–	–	﹤0.01%	2069
2026 Q1	$14.2K	Hold	157	–	–	﹤0.01%	1874
2025 Q4	$14K	Hold	157	–	–	﹤0.01%	1913
2025 Q3	$13.2K	Hold	157	–	–	﹤0.01%	1766
2025 Q2	$9.33K	Hold	157	–	–	﹤0.01%	1843
2025 Q1	$7.91K	Hold	157	–	–	﹤0.01%	1859
2024 Q4	$9.5K	Buy	+157	New	+$9.8K	﹤0.01%	1788

Other funds holding CNRG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

BFC Planning, Inc. held its State Street SPDR S&P Kensho Grid Innovation ETF (CNRG) position steady in Q2 2026 at 157 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

BFC Planning, Inc. first reported a position in CNRG in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

BFC Planning, Inc. held 157 shares of State Street SPDR S&P Kensho Grid Innovation ETF worth $17.8K as of Q2 2026.
BFC Planning, Inc. left its State Street SPDR S&P Kensho Grid Innovation ETF share count unchanged in Q2 2026.
State Street SPDR S&P Kensho Grid Innovation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2069 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Kensho Grid Innovation ETF in Q4 2024 and has held it in 7 quarters since.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Grid Innovation ETF as of Q2 2026.

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