Atria Wealth Solutions’s BlackRock Flexible Income ETF BINC Stock Holding History

Atria Wealth Solutions’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 Q2	$6.05M	Sell	114,472 -148,262	-56%	-$7.72M	0.14%	176
2025 Q1	$13.8M	Sell	262,734 -11,384	-4%	-$596K	0.17%	136
2024 Q4	$14.3M	Buy	274,118 +18,701	+7%	+$985K	0.16%	139
2024 Q3	$13.7M	Buy	255,417 +77,534	+44%	+$4.1M	0.15%	145
2024 Q2	$9.29M	Buy	177,883 +19,935	+13%	+$1.04M	0.1%	204
2024 Q1	$8.29M	Buy	157,948 +153,386	+3,362%	+$8.01M	0.09%	231
2023 Q4	$238K	Buy	+4,562	New	+$232K	﹤0.01%	1665

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

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

Atria Wealth Solutions's BINC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BlackRock Flexible Income ETF (BINC) stake by 56% in Q2 2025, selling an estimated $7.72M and leaving 114,472 shares worth $6.05M. The position accounts for 0.14% of the portfolio, ranked #176.

Atria Wealth Solutions first reported a position in BINC in Q4 2023 and has held it in 7 quarters since. The position peaked at $14.3M in Q4 2024. 581 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

Atria Wealth Solutions held 114,472 shares of BlackRock Flexible Income ETF worth $6.05M as of Q2 2025.
Atria Wealth Solutions sold 148,262 BlackRock Flexible Income ETF shares in Q2 2025, an estimated $7.72M.
BlackRock Flexible Income ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #176 holding.
Atria Wealth Solutions first reported a position in BlackRock Flexible Income ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's BlackRock Flexible Income ETF position peaked at $14.3M in Q4 2024.
581 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.