Kingswood Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Kingswood Wealth 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
2026 Q2	$2.18M	Buy	41,706 +3,363	+9%	+$176K	0.09%	241
2026 Q1	$1.99M	Buy	38,343 +4,898	+15%	+$258K	0.09%	239
2025 Q4	$1.76M	Buy	33,445 +17,377	+108%	+$922K	0.09%	239
2025 Q3	$855K	Buy	16,068 +2,643	+20%	+$140K	0.05%	334
2025 Q2	$709K	Buy	13,425 +3,804	+40%	+$198K	0.06%	329
2025 Q1	$504K	Buy	9,621 +2,148	+29%	+$113K	0.05%	395
2024 Q4	$389K	Buy	+7,473	New	+$394K	0.03%	521

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingswood Wealth Advisors's BINC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 8.8% in Q2 2026, buying an estimated $176K and bringing the position to 41,706 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #241.

Kingswood Wealth Advisors first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Kingswood Wealth Advisors held 41,706 shares of BlackRock Flexible Income ETF worth $2.18M as of Q2 2026.
Kingswood Wealth Advisors bought 3,363 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $176K.
BlackRock Flexible Income ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Kingswood Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.