GSWM
BFLX

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

Golden State 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
Q2 		$5.33K Buy
+208
New +$5.3K ﹤0.01% 1247

Other funds holding BFLX

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Golden State Wealth Management's BFLX Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 208 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

12 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

  • Golden State Wealth Management held 208 shares of iShares Flexible Equity Active ETF worth $5.33K as of Q2 2026.
  • iShares Flexible Equity Active ETF was a new Golden State Wealth Management position in Q2 2026.
  • iShares Flexible Equity Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1247 holding.
  • 12 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.