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Invtr Eq D Di 15 B Etf - Jul shares owned by BFC Planning

Quarter-by-quarter ownership of Invtr Eq D Di 15 B Etf - Jul (DDFL) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Invtr Eq D Di 15 B Etf - Jul

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All positions including Invtr Eq D Di 15 B Etf - Jul held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invtr Eq D Di 15 B Etf - Jul by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 50k 21.23
2026-03-31 $925k 45k 20.54
2025-12-31 $875k 43k 20.55

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Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding Invtr Eq D Di 15 B Etf - Jul

Centaurus Financial
Commonwealth Equity Services
Southland Equity Partners
Berson & Corrado Investment Advisors
Diligent Investors
Harbour Investments
Sigma Planning
Signature
Welch Financial Planning
Farther Finance Advisors
Absolute Investment Management
Independent Financial Group
Goss Wealth Management
Retirement Guys Formula
BFC Planning

View all funds holding Invtr Eq D Di 15 B Etf - Jul