Spectrum Planning & Advisory Services’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Buy	57,298 +2,625	+5%	+$126K	1.29%	23
2026 Q1	$2.24M	Buy	+54,673	New	+$2.34M	1.11%	30

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Spectrum Planning & Advisory Services's BLCR Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its BlackRock Large Cap Core ETF (BLCR) stake by 4.8% in Q2 2026, buying an estimated $126K and bringing the position to 57,298 shares worth $2.89M. The position accounts for 1.29% of the portfolio, ranked #23.

Spectrum Planning & Advisory Services first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

Spectrum Planning & Advisory Services held 57,298 shares of BlackRock Large Cap Core ETF worth $2.89M as of Q2 2026.
Spectrum Planning & Advisory Services bought 2,625 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $126K.
BlackRock Large Cap Core ETF made up 1.29% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #23 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.