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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s BlackRock Flexible Income ETF BINC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$170K Buy
3,240
+60
+2% +$3.13K 0.05% 191
2026
Q1 		$165K Buy
+3,180
New +$168K 0.05% 180

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BINC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its BlackRock Flexible Income ETF (BINC) stake by 1.9% in Q2 2026, buying an estimated $3.13K and bringing the position to 3,240 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #191.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BINC in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,240 shares of BlackRock Flexible Income ETF worth $170K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 60 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $3.13K.
  • BlackRock Flexible Income ETF made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #191 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BlackRock Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.