AOWM
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Alpha Omega Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Alpha Omega Wealth Management’s Portfolio BINC Stock Details BINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,929
Closed -$204K – 205
2024
Q4 		$204K Buy
+3,929
New +$207K 0.04% 199

Other funds holding BINC

Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Omega Wealth Management's BINC Position: Q1 2025 in Review

Alpha Omega Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q1 2025, closing a stake of 3,929 shares — an estimated $204K sold.

Alpha Omega Wealth Management first reported a position in BINC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 556 funds tracked by Wall St. Rank hold BINC as of Q1 2025.

  • Alpha Omega Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q1 2025 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 3,929 BlackRock Flexible Income ETF shares in Q1 2025, an estimated $204K.
  • Alpha Omega Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and held it in 1 quarter.
  • Alpha Omega Wealth Management's BlackRock Flexible Income ETF position peaked at $204K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2025.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.