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

Criterion Capital 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
2024
Q4 		$57.1K Hold
1,093
– – 0.04% 126
2024
Q3 		$57.1K Hold
1,093
– – 0.04% 126
2024
Q2 		$57.1K Buy
1,093
+633
+138% +$32.9K 0.04% 126
2024
Q1 		$24.1K Buy
+460
New +$24K 0.02% 194

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criterion Capital Advisors's BINC Position: Q4 2024 in Review

Criterion Capital Advisors held its BlackRock Flexible Income ETF (BINC) position steady in Q4 2024 at 1,093 shares worth $57.1K. The position accounts for 0.04% of the portfolio, ranked #126.

Criterion Capital Advisors first reported a position in BINC in Q1 2024 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Criterion Capital Advisors held 1,093 shares of BlackRock Flexible Income ETF worth $57.1K as of Q4 2024.
  • Criterion Capital Advisors left its BlackRock Flexible Income ETF share count unchanged in Q4 2024.
  • BlackRock Flexible Income ETF made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #126 holding.
  • Criterion Capital Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.