BFC Planning, Inc.’s U.S. Global Technology and Aerospace & Defense ETF WAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21K	Sell	35 -35	-50%	-$1.08K	﹤0.01%	3111
2026 Q1	$1.67K	Buy	+70	New	+$1.75K	﹤0.01%	2644

Other funds holding WAR

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

BFC Planning, Inc. reduced its U.S. Global Technology and Aerospace & Defense ETF (WAR) stake by 50% in Q2 2026, selling an estimated $1.08K and leaving 35 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

BFC Planning, Inc. first reported a position in WAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67K in Q1 2026. 13 funds tracked by Wall St. Rank hold WAR as of Q2 2026.

BFC Planning, Inc. held 35 shares of U.S. Global Technology and Aerospace & Defense ETF worth $1.21K as of Q2 2026.
BFC Planning, Inc. sold 35 U.S. Global Technology and Aerospace & Defense ETF shares in Q2 2026, an estimated $1.08K.
U.S. Global Technology and Aerospace & Defense ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3111 holding.
BFC Planning, Inc. first reported a position in U.S. Global Technology and Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
BFC Planning, Inc.'s U.S. Global Technology and Aerospace & Defense ETF position peaked at $1.67K in Q1 2026.
13 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q2 2026.

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