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BFC Planning, Inc.’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

BFC Planning, Inc.’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.3K Buy
2,272
+1,595
+236% +$47.5K ﹤0.01% 1387
2026
Q1 		$19K Buy
+677
New +$19.3K ﹤0.01% 1731

Other funds holding QVOY

Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

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

BFC Planning, Inc. increased its Q3 All-Season Active Rotation ETF (QVOY) stake by 236% in Q2 2026, buying an estimated $47.5K and bringing the position to 2,272 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

BFC Planning, Inc. first reported a position in QVOY in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold QVOY as of Q2 2026.

  • BFC Planning, Inc. held 2,272 shares of Q3 All-Season Active Rotation ETF worth $70.3K as of Q2 2026.
  • BFC Planning, Inc. bought 1,595 Q3 All-Season Active Rotation ETF shares in Q2 2026, an estimated $47.5K.
  • Q3 All-Season Active Rotation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1387 holding.
  • BFC Planning, Inc. first reported a position in Q3 All-Season Active Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q2 2026.

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