Capital Advisors Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Capital Advisors Wealth Management’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	$2.73M	Sell	52,071 -97,805	-65%	-$5.11M	0.32%	62
2026 Q1	$7.78M	Buy	149,876 +18,160	+14%	+$958K	1.04%	25
2025 Q4	$6.95M	Buy	131,716 +29,309	+29%	+$1.56M	0.95%	25
2025 Q3	$5.45M	Buy	102,407 +11,559	+13%	+$612K	0.78%	31
2025 Q2	$4.8M	Buy	90,848 +86,291	+1,894%	+$4.49M	0.75%	36
2025 Q1	$239K	Sell	4,557 -87	-2%	-$4.56K	0.04%	161
2024 Q4	$242K	Buy	+4,644	New	+$245K	0.04%	155

Other funds holding BINC

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Wealth Management's BINC Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 65% in Q2 2026, selling an estimated $5.11M and leaving 52,071 shares worth $2.73M. The position accounts for 0.32% of the portfolio, ranked #62.

Capital Advisors Wealth Management first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.78M in Q1 2026. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Capital Advisors Wealth Management held 52,071 shares of BlackRock Flexible Income ETF worth $2.73M as of Q2 2026.
Capital Advisors Wealth Management sold 97,805 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $5.11M.
BlackRock Flexible Income ETF made up 0.32% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #62 holding.
Capital Advisors Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
Capital Advisors Wealth Management's BlackRock Flexible Income ETF position peaked at $7.78M in Q1 2026.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.