NWAM LLC’s iShares Flexible Equity Active ETF BFLX Stock Holding History

NWAM LLC’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	$222K	Buy	+8,658	New	+$221K	0.01%	644

Other funds holding BFLX

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

NWAM LLC's BFLX Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 8,658 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

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

NWAM LLC held 8,658 shares of iShares Flexible Equity Active ETF worth $222K as of Q2 2026.
iShares Flexible Equity Active ETF was a new NWAM LLC position in Q2 2026.
iShares Flexible Equity Active ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #644 holding.
12 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.