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Spectrum Wealth Counsel’s BlackRock Flexible Income ETF BINC Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$3.4M Buy
64,998
+41,398
+175% +$2.17M 0.41% 56
2024
Q4 		$1.23M Sell
23,600
-33,147
-58% -$1.75M 0.14% 75
2024
Q3 		$3.04M Buy
56,747
+19,419
+52% +$1.03M 0.36% 59
2024
Q2 		$1.95M Buy
+37,328
New +$1.94M 0.25% 60

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's BINC Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its BlackRock Flexible Income ETF (BINC) stake by 175% in Q1 2025, buying an estimated $2.17M and bringing the position to 64,998 shares worth $3.4M. The position accounts for 0.41% of the portfolio, ranked #56.

Spectrum Wealth Counsel first reported a position in BINC in Q2 2024 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BINC as of Q1 2025.

  • Spectrum Wealth Counsel held 64,998 shares of BlackRock Flexible Income ETF worth $3.4M as of Q1 2025.
  • Spectrum Wealth Counsel bought 41,398 BlackRock Flexible Income ETF shares in Q1 2025, an estimated $2.17M.
  • BlackRock Flexible Income ETF made up 0.41% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #56 holding.
  • Spectrum Wealth Counsel first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.