Kelly Financial Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Kelly Financial Services’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	$18.1M	Buy	346,715 +12,245	+4%	+$640K	3.88%	6
2026 Q1	$17.3M	Buy	334,470 +9,311	+3%	+$491K	4.19%	6
2025 Q4	$17.2M	Buy	325,159 +24,395	+8%	+$1.29M	4.3%	7
2025 Q3	$16M	Buy	300,764 +31,492	+12%	+$1.67M	4.15%	9
2025 Q2	$14.2M	Buy	269,272 +13,505	+5%	+$703K	4.19%	8
2025 Q1	$13.4M	Buy	255,767 +17,309	+7%	+$907K	4.66%	6
2024 Q4	$12.4M	Buy	238,458 +26,158	+12%	+$1.38M	4.47%	6
2024 Q3	$11.4M	Buy	212,300 +58,345	+38%	+$3.09M	4.17%	7
2024 Q2	$8.04M	Buy	153,955 +20,606	+15%	+$1.07M	2.87%	9
2024 Q1	$7M	Buy	+133,349	New	+$6.97M	2.68%	9

Other funds holding BINC

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return