Avantax Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Avantax Advisory Services’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	$15.1M	Buy	285,319 +51,724	+22%	+$2.69M	0.08%	189
2025 Q1	$12.2M	Sell	233,595 -99,775	-30%	-$5.23M	0.07%	207
2024 Q4	$17.3M	Buy	333,370 +194,703	+140%	+$10.3M	0.11%	145
2024 Q3	$7.42M	Buy	138,667 +55,220	+66%	+$2.92M	0.05%	297
2024 Q2	$4.36M	Buy	83,447 +4,922	+6%	+$256K	0.03%	412
2024 Q1	$4.12M	Buy	+78,525	New	+$4.1M	0.04%	353

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's BINC Position: Q2 2025 in Review

Avantax Advisory Services increased its BlackRock Flexible Income ETF (BINC) stake by 22% in Q2 2025, buying an estimated $2.69M and bringing the position to 285,319 shares worth $15.1M. The position accounts for 0.08% of the portfolio, ranked #189.

Avantax Advisory Services first reported a position in BINC in Q1 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q4 2024. 578 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

Avantax Advisory Services held 285,319 shares of BlackRock Flexible Income ETF worth $15.1M as of Q2 2025.
Avantax Advisory Services bought 51,724 BlackRock Flexible Income ETF shares in Q2 2025, an estimated $2.69M.
BlackRock Flexible Income ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #189 holding.
Avantax Advisory Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's BlackRock Flexible Income ETF position peaked at $17.3M in Q4 2024.
578 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.