Sowell Financial Services’s iShares Flexible Equity Active ETF BFLX Stock Holding History

Sowell Financial Services’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	$445K	Buy	+17,312	New	+$445K	0.01%	735

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

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 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

Sowell Financial Services's BFLX Position: Q3 2026 in Review

Sowell Financial Services opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q3 2026: 17,312 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings.

10 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

Sowell Financial Services held 17,312 shares of iShares Flexible Equity Active ETF worth $445K as of Q3 2026.
iShares Flexible Equity Active ETF was a new Sowell Financial Services position in Q3 2026.
iShares Flexible Equity Active ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #735 holding.
10 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.