B. Riley Wealth Advisors’s iShares Flexible Equity Active ETF BFLX Stock Holding History

B. Riley Wealth Advisors’s Portfolio BFLX Stock Details BFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.05M	Buy	118,752 +91,242	+332%	+$2.35M	0.12%	167
2026 Q2	$698K	Buy	+27,510	New	+$701K	0.04%	391

Other funds holding BFLX

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's BFLX Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares Flexible Equity Active ETF (BFLX) stake by 332% in Q3 2026, buying an estimated $2.35M and bringing the position to 118,752 shares worth $3.05M. The position accounts for 0.12% of the portfolio, ranked #167.

B. Riley Wealth Advisors first reported a position in BFLX in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

B. Riley Wealth Advisors held 118,752 shares of iShares Flexible Equity Active ETF worth $3.05M as of Q3 2026.
B. Riley Wealth Advisors bought 91,242 iShares Flexible Equity Active ETF shares in Q3 2026, an estimated $2.35M.
iShares Flexible Equity Active ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #167 holding.
B. Riley Wealth Advisors first reported a position in iShares Flexible Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.