B. Riley Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	$765K	Sell	14,581 -4,939	-25%	-$258K	0.04%	366
2026 Q1	$1.01M	Sell	19,520 -1,999	-9%	-$105K	0.07%	291
2025 Q4	$1.14M	Sell	21,519 -179	-0.8%	-$9.5K	0.05%	327
2025 Q3	$1.16M	Buy	21,698 +3,434	+19%	+$182K	0.06%	312
2025 Q2	$965K	Buy	+18,264	New	+$951K	0.05%	364
2024 Q4	$2.77M	Sell	53,251 -69,063	-56%	-$3.64M	0.09%	218
2024 Q3	$6.54M	Buy	122,314 +41,242	+51%	+$2.18M	0.18%	125
2024 Q2	$4.23M	Buy	81,072 +75,554	+1,369%	+$3.93M	0.11%	184
2024 Q1	$278K	Sell	5,518 -8,208	-60%	-$429K	0.01%	1077
2023 Q4	$717K	Buy	13,726 +8,208	+149%	+$417K	0.02%	651
2023 Q3	$278K	Buy	+5,518	New	+$280K	0.01%	1077

Other funds holding BINC

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM