WFA
BINC icon

Wells Financial Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Wells Financial Advisors’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
2026
Q1 		$328K Sell
6,319
-7,260
-53% -$383K 1.49% 22
2025
Q4 		$717K Sell
13,579
-21,811
-62% -$1.16M 1.36% 19
2025
Q3 		$1.88M Buy
35,390
+14,560
+70% +$770K 2.52% 14
2025
Q2 		$1.1M Sell
20,830
-4,158
-17% -$217K 1.51% 19
2025
Q1 		$1.31M Buy
24,988
+10,361
+71% +$543K 1.8% 17
2024
Q4 		$761K Buy
14,627
+2,580
+21% +$136K 1.04% 26
2024
Q3 		$645K Sell
12,047
-64,597
-84% -$3.42M 0.87% 26
2024
Q2 		$4M Sell
76,644
-740
-1% -$38.5K 2.63% 15
2024
Q1 		$4.06M Buy
+77,384
New +$4.04M 2.77% 15

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return