BFC Planning, Inc.’s Texas Capital Texas Equity Index ETF TXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3K	Buy	306 +1	+0.3%	+$39	﹤0.01%	2265
2026 Q1	$11.4K	Hold	305	–	–	﹤0.01%	1983
2025 Q4	$10.8K	Buy	305 +1	+0.3%	+$36	﹤0.01%	2037
2025 Q3	$11.1K	Buy	304 +1	+0.3%	+$35	﹤0.01%	1861
2025 Q2	$10.5K	Hold	303	–	–	﹤0.01%	1775
2025 Q1	$9.49K	Buy	303 +1	+0.3%	+$33	﹤0.01%	1790
2024 Q4	$9.8K	Buy	+302	New	+$9.9K	﹤0.01%	1774

Other funds holding TXS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

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

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

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

BFC Planning, Inc. increased its Texas Capital Texas Equity Index ETF (TXS) stake by 0.33% in Q2 2026, buying an estimated $39 and bringing the position to 306 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

BFC Planning, Inc. first reported a position in TXS in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold TXS as of Q2 2026.

BFC Planning, Inc. held 306 shares of Texas Capital Texas Equity Index ETF worth $12.3K as of Q2 2026.
BFC Planning, Inc. bought 1 Texas Capital Texas Equity Index ETF share in Q2 2026, an estimated $39.
Texas Capital Texas Equity Index ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2265 holding.
BFC Planning, Inc. first reported a position in Texas Capital Texas Equity Index ETF in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Texas Capital Texas Equity Index ETF as of Q2 2026.

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