QPWM
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Quadrant Private Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Quadrant Private Wealth Management’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
2024
Q3 		– Sell
-55,178
Closed -$2.88M – 256
2024
Q2 		$2.88M Buy
55,178
+14,415
+35% +$750K 0.66% 40
2024
Q1 		$2.14M Buy
+40,763
New +$2.13M 0.54% 54

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrant Private Wealth Management's BINC Position: Q3 2024 in Review

Quadrant Private Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q3 2024, closing a stake of 55,178 shares — an estimated $2.88M sold.

Quadrant Private Wealth Management first reported a position in BINC in Q1 2024 and held it in 2 quarters. The position peaked at $2.88M in Q2 2024. 429 funds tracked by Wall St. Rank hold BINC as of Q3 2024.

  • Quadrant Private Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q3 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 55,178 BlackRock Flexible Income ETF shares in Q3 2024, an estimated $2.88M.
  • Quadrant Private Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 2 quarters.
  • Quadrant Private Wealth Management's BlackRock Flexible Income ETF position peaked at $2.88M in Q2 2024.
  • 429 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.