BFC Planning, Inc.’s YieldMax NFLX Option Income Strategy ETF NFLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.3K	Buy	4,599 +1,159	+34%	+$11.2K	﹤0.01%	1717
2026 Q1	$37.7K	Buy	3,440 +1,294	+60%	+$14.1K	﹤0.01%	1455
2025 Q4	$25.8K	Buy	2,146 +230	+12%	+$3.26K	﹤0.01%	1632
2025 Q3	$31.2K	Buy	+1,916	New	+$33K	﹤0.01%	1375

Other funds holding NFLY

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

BFC Planning, Inc. increased its YieldMax NFLX Option Income Strategy ETF (NFLY) stake by 34% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,599 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

BFC Planning, Inc. first reported a position in NFLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.7K in Q1 2026. 17 funds tracked by Wall St. Rank hold NFLY as of Q2 2026.

BFC Planning, Inc. held 4,599 shares of YieldMax NFLX Option Income Strategy ETF worth $36.3K as of Q2 2026.
BFC Planning, Inc. bought 1,159 YieldMax NFLX Option Income Strategy ETF shares in Q2 2026, an estimated $11.2K.
YieldMax NFLX Option Income Strategy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1717 holding.
BFC Planning, Inc. first reported a position in YieldMax NFLX Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s YieldMax NFLX Option Income Strategy ETF position peaked at $37.7K in Q1 2026.
17 funds tracked by Wall St. Rank held YieldMax NFLX Option Income Strategy ETF as of Q2 2026.

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