BFC Planning, Inc.’s Rayliant NxtGen Multifactor US Equity ETF RWLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1K	Sell	644 -55	-8%	-$1.96K	﹤0.01%	1918
2026 Q1	$22.3K	Hold	699	–	–	﹤0.01%	1662
2025 Q4	$23.2K	Hold	699	–	–	﹤0.01%	1685
2025 Q3	$26.4K	Buy	699 +288	+70%	+$10.6K	﹤0.01%	1439
2025 Q2	$14.8K	Buy	+411	New	+$13.8K	﹤0.01%	1635

Other funds holding RWLC

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Rayliant NxtGen Multifactor US Equity ETF (RWLC) stake by 7.9% in Q2 2026, selling an estimated $1.96K and leaving 644 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

BFC Planning, Inc. first reported a position in RWLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.4K in Q3 2025. 10 funds tracked by Wall St. Rank hold RWLC as of Q2 2026.

BFC Planning, Inc. held 644 shares of Rayliant NxtGen Multifactor US Equity ETF worth $24.1K as of Q2 2026.
BFC Planning, Inc. sold 55 Rayliant NxtGen Multifactor US Equity ETF shares in Q2 2026, an estimated $1.96K.
Rayliant NxtGen Multifactor US Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1918 holding.
BFC Planning, Inc. first reported a position in Rayliant NxtGen Multifactor US Equity ETF in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Rayliant NxtGen Multifactor US Equity ETF position peaked at $26.4K in Q3 2025.
10 funds tracked by Wall St. Rank held Rayliant NxtGen Multifactor US Equity ETF as of Q2 2026.

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