BFC Planning, Inc.’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155K	Hold	2,329	–	–	0.01%	1036
2026 Q2	$151K	Hold	2,329	–	–	0.01%	1050
2026 Q1	$137K	Hold	2,329	–	–	0.01%	1001
2025 Q4	$138K	Hold	2,329	–	–	0.01%	1010
2025 Q3	$133K	Hold	2,329	–	–	0.01%	818
2025 Q2	$125K	Hold	2,329	–	–	0.01%	794
2025 Q1	$120K	Hold	2,329	–	–	0.01%	794
2024 Q4	$122K	Hold	2,329	–	–	0.01%	782
2024 Q3	$122K	Buy	+2,329	New	+$117K	0.01%	794

Other funds holding QARP

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return

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

BFC Planning, Inc. held its Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) position steady in Q3 2026 at 2,329 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #1036.

BFC Planning, Inc. first reported a position in QARP in Q3 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold QARP as of Q3 2026.

BFC Planning, Inc. held 2,329 shares of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF worth $155K as of Q3 2026.
BFC Planning, Inc. left its Xtrackers Russell 1000 US Quality at a Reasonable Price ETF share count unchanged in Q3 2026.
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1036 holding.
BFC Planning, Inc. first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q3 2024 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q3 2026.

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