BCU Wealth Advisors
INRO icon

BCU Wealth Advisors’s BlackRock US Industry Rotation ETF INRO Stock Holding History

BCU Wealth Advisors’s Portfolio INRO Stock Details INRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$692K Sell
18,806
-13,265
-41% -$484K 0.22% 31
2026
Q2 		$1.18M Buy
+32,071
New +$1.12M 0.39% 24

Other funds holding INRO

Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
A4 Wealth Advisors
A4 Wealth Advisors Huntersville, North Carolina $153M AUM 16.04% 1-Year Est. Return
Braun-Bostich & Associates
Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BCU Wealth Advisors's INRO Position: Q3 2026 in Review

BCU Wealth Advisors reduced its BlackRock US Industry Rotation ETF (INRO) stake by 41% in Q3 2026, selling an estimated $484K and leaving 18,806 shares worth $692K. The position accounts for 0.22% of the portfolio, ranked #31.

BCU Wealth Advisors first reported a position in INRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.18M in Q2 2026. 21 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

  • BCU Wealth Advisors held 18,806 shares of BlackRock US Industry Rotation ETF worth $692K as of Q3 2026.
  • BCU Wealth Advisors sold 13,265 BlackRock US Industry Rotation ETF shares in Q3 2026, an estimated $484K.
  • BlackRock US Industry Rotation ETF made up 0.22% of BCU Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • BCU Wealth Advisors first reported a position in BlackRock US Industry Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • BCU Wealth Advisors's BlackRock US Industry Rotation ETF position peaked at $1.18M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.