BFC Planning, Inc.’s GMO Dynamic Allocation ETF GMOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Buy	41,679 +4,439	+12%	+$123K	0.04%	357
2026 Q2	$1.02M	Buy	37,240 +5,800	+18%	+$157K	0.04%	392
2026 Q1	$816K	Buy	+31,440	New	+$830K	0.04%	420

Other funds holding GMOD

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

BFC Planning, Inc.'s GMOD Position: Q3 2026 in Review

BFC Planning, Inc. increased its GMO Dynamic Allocation ETF (GMOD) stake by 12% in Q3 2026, buying an estimated $123K and bringing the position to 41,679 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #357.

BFC Planning, Inc. first reported a position in GMOD in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold GMOD as of Q3 2026.

BFC Planning, Inc. held 41,679 shares of GMO Dynamic Allocation ETF worth $1.14M as of Q3 2026.
BFC Planning, Inc. bought 4,439 GMO Dynamic Allocation ETF shares in Q3 2026, an estimated $123K.
GMO Dynamic Allocation ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q3 2026, its #357 holding.
BFC Planning, Inc. first reported a position in GMO Dynamic Allocation ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held GMO Dynamic Allocation ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.