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BFC Planning, Inc.’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

BFC Planning, Inc.’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6K Sell
1,574
-283
-15% -$4.98K ﹤0.01% 1854
2026
Q1 		$32K Hold
1,857
– – ﹤0.01% 1512
2025
Q4 		$33.3K Buy
+1,857
New +$33.8K ﹤0.01% 1532

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Delta Asset Management
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Sound Enhanced Fixed Income ETF (FXED) stake by 15% in Q2 2026, selling an estimated $4.98K and leaving 1,574 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

BFC Planning, Inc. first reported a position in FXED in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.3K in Q4 2025. 14 funds tracked by Wall St. Rank hold FXED as of Q2 2026.

  • BFC Planning, Inc. held 1,574 shares of Sound Enhanced Fixed Income ETF worth $27.6K as of Q2 2026.
  • BFC Planning, Inc. sold 283 Sound Enhanced Fixed Income ETF shares in Q2 2026, an estimated $4.98K.
  • Sound Enhanced Fixed Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1854 holding.
  • BFC Planning, Inc. first reported a position in Sound Enhanced Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Sound Enhanced Fixed Income ETF position peaked at $33.3K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q2 2026.

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