Elevation Wealth Management’s iShares Flexible Equity Active ETF BFLX Stock Holding History

Elevation Wealth Management’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	$384K	Buy	+14,957	New	+$385K	0.26%	93

Other funds holding BFLX

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

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Elevation Wealth Management's BFLX Position: Q3 2026 in Review

Elevation Wealth Management opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q3 2026: 14,957 shares worth $384K. The stake represents 0.26% of the portfolio and ranks #93 among its holdings.

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

Elevation Wealth Management held 14,957 shares of iShares Flexible Equity Active ETF worth $384K as of Q3 2026.
iShares Flexible Equity Active ETF was a new Elevation Wealth Management position in Q3 2026.
iShares Flexible Equity Active ETF made up 0.26% of Elevation Wealth Management's portfolio in Q3 2026, its #93 holding.
73 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on Elevation Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.