Spectrum Planning & Advisory Services’s BlackRock Large Cap Value ETF BLCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.93M	Buy	167,476 +246	+0.1%	+$10.5K	2.93%	6
2026 Q2	$6.91M	Sell	167,230 -38,978	-19%	-$1.53M	3.09%	10
2026 Q1	$7.45M	Sell	206,208 -7,658	-4%	-$290K	3.69%	7
2025 Q4	$7.98M	Buy	213,866 +59,403	+38%	+$2.16M	4.11%	7
2025 Q3	$5.54M	Buy	154,463 +15,869	+11%	+$560K	3.13%	10
2025 Q2	$4.76M	Buy	138,594 +62,233	+81%	+$2.02M	3.08%	10
2025 Q1	$2.48M	Buy	+76,361	New	+$2.49M	2.06%	15

Other funds holding BLCV

EQ LLC Bellevue, Washington $440M AUM 18.04% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $322M AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spectrum Planning & Advisory Services's BLCV Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its BlackRock Large Cap Value ETF (BLCV) stake by 0.15% in Q3 2026, buying an estimated $10.5K and bringing the position to 167,476 shares worth $6.93M. The position accounts for 2.93% of the portfolio, ranked #6.

Spectrum Planning & Advisory Services first reported a position in BLCV in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.98M in Q4 2025. 17 funds tracked by Wall St. Rank hold BLCV as of Q3 2026.

Spectrum Planning & Advisory Services held 167,476 shares of BlackRock Large Cap Value ETF worth $6.93M as of Q3 2026.
Spectrum Planning & Advisory Services bought 246 BlackRock Large Cap Value ETF shares in Q3 2026, an estimated $10.5K.
BlackRock Large Cap Value ETF made up 2.93% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #6 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Spectrum Planning & Advisory Services's BlackRock Large Cap Value ETF position peaked at $7.98M in Q4 2025.
17 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.