BFC Planning, Inc.’s Elm Market Navigator ETF ELM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Buy	+435	New	+$12.5K	﹤0.01%	2242

Other funds holding ELM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in Elm Market Navigator ETF (ELM) in Q2 2026: 435 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #2242 among its holdings.

17 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

BFC Planning, Inc. held 435 shares of Elm Market Navigator ETF worth $12.7K as of Q2 2026.
Elm Market Navigator ETF was a new BFC Planning, Inc. position in Q2 2026.
Elm Market Navigator ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2242 holding.
17 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

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