BINC — BLACKROCK ETF TRUST II

Ownership history in Compound Planning, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in BLACKROCK ETF TRUST II (BINC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.9% (2025 Q4)
Avg. % of fund
0.24%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 578,922 +276,157 +91.2% 0.90% $30.5M $52.34
2025 Q3 ADDED 302,765 +248,065 +453.5% 0.52% $16.1M $51.60
2025 Q2 ADDED 54,700 +31,966 +140.6% 0.11% $2.9M $50.54
2025 Q1 ADDED 22,734 +5,072 +28.7% 0.05% $1.2M $49.42
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BINC price (monthly, adj. close)

Other funds also holding BINC

As of 2025 Q4 — sorted by position size

Lanham O'Dell & Company, Inc. 3Y 20.31% Royal Harbor Partners, LLC 3Y 10.58% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 9.67% Marest Capital, LLC 9.24% Vivid Wealth Management, LLC 8.95% Pacific Sage Partners, LLC 3Y 8.92% SIGNAL TREE FINANCIAL PARTNERS LLC 8.27% Madison Wealth Partners, Inc 3Y 7.81% WJ Wealth Management, LLC 3Y 6.3% Centerline Wealth Advisors, LLC 5.59%
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