Spectrum Planning & Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Spectrum Planning & Advisory Services’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	$2.75M	Sell	52,610 -3,264	-6%	-$170K	1.23%	26
2026 Q1	$2.9M	Sell	55,874 -8,631	-13%	-$455K	1.44%	24
2025 Q4	$3.4M	Sell	64,505 -1,243	-2%	-$66K	1.75%	15
2025 Q3	$3.5M	Sell	65,748 -1,788	-3%	-$94.6K	1.98%	14
2025 Q2	$3.57M	Sell	67,536 -291	-0.4%	-$15.2K	2.31%	13
2025 Q1	$3.55M	Buy	67,827 +24,824	+58%	+$1.3M	2.96%	10
2024 Q4	$2.24M	Sell	43,003 -2,532	-6%	-$133K	1.94%	14
2024 Q3	$2.44M	Buy	45,535 +15,830	+53%	+$837K	2.34%	12
2024 Q2	$1.55M	Buy	+29,705	New	+$1.55M	1.5%	18

Other funds holding BINC

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM