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BFC Planning, Inc.’s Sound Equity Dividend Income ETF DIVY Stock Holding History

BFC Planning, Inc.’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2K Hold
663
– – ﹤0.01% 2032
2026
Q1 		$18.2K Sell
663
-97
-13% -$2.69K ﹤0.01% 1759
2025
Q4 		$20K Buy
+760
New +$19.7K ﹤0.01% 1756

Other funds holding DIVY

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BFC Planning, Inc. held its Sound Equity Dividend Income ETF (DIVY) position steady in Q2 2026 at 663 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

BFC Planning, Inc. first reported a position in DIVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 17 funds tracked by Wall St. Rank hold DIVY as of Q2 2026.

  • BFC Planning, Inc. held 663 shares of Sound Equity Dividend Income ETF worth $19.2K as of Q2 2026.
  • BFC Planning, Inc. left its Sound Equity Dividend Income ETF share count unchanged in Q2 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2032 holding.
  • BFC Planning, Inc. first reported a position in Sound Equity Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Sound Equity Dividend Income ETF position peaked at $20K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q2 2026.

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