BFC Planning »

Advisors Inner Circle Fd Ii shares owned by BFC Planning

Quarter-by-quarter ownership of Advisors Inner Circle Fd Ii (EDGI) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Advisors Inner Circle Fd Ii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Ii held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisors Inner Circle Fd Ii by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1k 131 30.94
2026-03-31 $1.1k 38 28.34
2025-12-31 $368 13 28.38

More positions owned by BFC Planning

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
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 Advisors Inner Circle Fd Ii

CLS Investments
Advisor Group Holdings
3EDGE Asset Management
Envestnet Asset Management
Potomac Fund Management
AMG Asset Management Group
Diversify Wealth Management
Diversify Advisory Services
Strategic Blueprint
Gts Securities
Citadel Advisors
LPL Financial
Silver Grove Financial Group
Cambridge Investment Research Advisors
Transce3nd

View all funds holding Advisors Inner Circle Fd Ii