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

LongView 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	$1.14M	Buy	44,535 +33,512	+304%	+$862K	0.28%	78
2026 Q2	$282K	Buy	+11,023	New	+$281K	0.07%	185

Other funds holding BFLX

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

LongView Wealth Management increased its iShares Flexible Equity Active ETF (BFLX) stake by 304% in Q3 2026, buying an estimated $862K and bringing the position to 44,535 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #78.

LongView Wealth Management first reported a position in BFLX in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

LongView Wealth Management held 44,535 shares of iShares Flexible Equity Active ETF worth $1.14M as of Q3 2026.
LongView Wealth Management bought 33,512 iShares Flexible Equity Active ETF shares in Q3 2026, an estimated $862K.
iShares Flexible Equity Active ETF made up 0.28% of LongView Wealth Management's portfolio in Q3 2026, its #78 holding.
LongView Wealth Management first reported a position in iShares Flexible Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.