CPWA LLC’s iShares Flexible Equity Active ETF BFLX Stock Holding History

CPWA LLC’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	$703K	Buy	+26,965	New	+$694K	0.76%	35

Other funds holding BFLX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

CPWA LLC's BFLX Position: Q3 2026 in Review

CPWA LLC opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q3 2026: 26,965 shares worth $703K. The stake represents 0.76% of the portfolio and ranks #35 among its holdings.

42 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

CPWA LLC held 26,965 shares of iShares Flexible Equity Active ETF worth $703K as of Q3 2026.
iShares Flexible Equity Active ETF was a new CPWA LLC position in Q3 2026.
iShares Flexible Equity Active ETF made up 0.76% of CPWA LLC's portfolio in Q3 2026, its #35 holding.
42 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on CPWA LLC's 13F filing for Q3 2026, filed 4 Nov 2026.