WealthGarden F.S.’s iShares Flexible Equity Active ETF BFLX Stock Holding History

WealthGarden F.S.’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	$952K	Buy	+37,164	New	+$947K	0.54%	55

Other funds holding BFLX

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

Envestnet Portfolio Solutions

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

WealthGarden F.S.'s BFLX Position: Q2 2026 in Review

WealthGarden F.S. opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 37,164 shares worth $952K. The stake represents 0.54% of the portfolio and ranks #55 among its holdings.

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

WealthGarden F.S. held 37,164 shares of iShares Flexible Equity Active ETF worth $952K as of Q2 2026.
iShares Flexible Equity Active ETF was a new WealthGarden F.S. position in Q2 2026.
iShares Flexible Equity Active ETF made up 0.54% of WealthGarden F.S.'s portfolio in Q2 2026, its #55 holding.
16 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.