Vertex Planning Partners’s iShares Flexible Equity Active ETF BFLX Stock Holding History

Vertex Planning Partners’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 Q2	$314K	Buy	+12,263	New	+$313K	0.05%	123

Other funds holding BFLX

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Vertex Planning Partners's BFLX Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 12,263 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings.

56 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

Vertex Planning Partners held 12,263 shares of iShares Flexible Equity Active ETF worth $314K as of Q2 2026.
iShares Flexible Equity Active ETF was a new Vertex Planning Partners position in Q2 2026.
iShares Flexible Equity Active ETF made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #123 holding.
56 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.