BFC Planning, Inc.’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323	Buy	+10	New	+$317	﹤0.01%	3292

Other funds holding FBUF

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in Fidelity Dynamic Buffered Equity ETF (FBUF) in Q2 2026: 10 shares worth $323. The stake represents ﹤0.01% of the portfolio and ranks #3292 among its holdings.

15 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

BFC Planning, Inc. held 10 shares of Fidelity Dynamic Buffered Equity ETF worth $323 as of Q2 2026.
Fidelity Dynamic Buffered Equity ETF was a new BFC Planning, Inc. position in Q2 2026.
Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3292 holding.
15 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

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