de Creative Planning Flex FLEX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 36.8 M | Comprar |
226,907
+21,134
| +10% | +USD 2.56 M | 0.02% | 301 |
|
|
2026
Q1 | USD 13.5 M | Comprar |
205,773
+22,722
| +12% | +USD 1.45 M | 0.01% | 569 |
|
|
2025
Q4 | USD 11.1 M | Comprar |
183,051
+5,487
| +3% | +USD 339 k | 0.01% | 577 |
|
|
2025
Q3 | USD 10.3 M | Comprar |
177,564
+16,945
| +11% | +USD 900 k | 0.01% | 545 |
|
|
2025
Q2 | USD 8.02 M | Comprar |
160,619
+15,256
| +10% | +USD 594 k | 0.01% | 584 |
|
|
2025
Q1 | USD 4.81 M | Comprar |
145,363
+2,132
| +1% | +USD 83.5 k | ﹤0.01% | 723 |
|
|
2024
Q4 | USD 5.5 M | Comprar |
143,231
+1,860
| +1% | +USD 68.8 k | 0.01% | 633 |
|
|
2024
Q3 | USD 4.73 M | Comprar |
141,371
+839
| +0.6% | +USD 25.8 k | ﹤0.01% | 659 |
|
|
2024
Q2 | USD 4.14 M | Vender |
140,532
-566
| -0.4% | -USD 16.9 k | ﹤0.01% | 691 |
|
|
2024
Q1 | USD 4.04 M | Vender |
141,098
-51,308
| -27% | -USD 1.35 M | ﹤0.01% | 686 |
|
|
2023
Q4 | USD 4.42 M | Comprar |
192,406
+1,425
| +0.7% | +USD 28.5 k | 0.01% | 598 |
|
|
2023
Q3 | USD 3.88 M | Comprar |
190,981
+30
| +0% | +USD 608 | 0.01% | 602 |
|
|
2023
Q2 | USD 3.98 M | Comprar |
190,951
+1,834
| +1% | +USD 32.7 k | 0.01% | 586 |
|
|
2023
Q1 | USD 3.28 M | Comprar |
189,117
+706
| +0.4% | +USD 12.2 k | ﹤0.01% | 616 |
|
|
2022
Q4 | USD 3.05 M | Vender |
188,411
-14,230
| -7% | -USD 214 k | ﹤0.01% | 613 |
|
|
2022
Q3 | USD 2.54 M | Comprar |
202,641
+711
| +0.4% | +USD 9.09 k | ﹤0.01% | 613 |
|
|
2022
Q2 | USD 2.2 M | Comprar |
201,930
+1,408
| +0.7% | +USD 17.4 k | ﹤0.01% | 688 |
|
|
2022
Q1 | USD 2.8 M | Vender |
200,522
-557
| -0.3% | -USD 7.12 k | ﹤0.01% | 620 |
|
|
2021
Q4 | USD 2.78 M | Comprar |
201,079
+434
| +0.2% | +USD 5.87 k | ﹤0.01% | 590 |
|
|
2021
Q3 | USD 2.67 M | Vender |
200,645
-3,693
| -2% | -USD 49.6 k | ﹤0.01% | 593 |
|
|
2021
Q2 | USD 2.75 M | Vender |
204,338
-3,709
| -2% | -USD 50.4 k | ﹤0.01% | 567 |
|
|
2021
Q1 | USD 2.87 M | Comprar |
208,047
+6,141
| +3% | +USD 84.6 k | 0.01% | 579 |
|
|
2020
Q4 | USD 2.74 M | Comprar |
201,906
+394
| +0.2% | +USD 4.55 k | 0.01% | 552 |
|
|
2020
Q3 | USD 1.69 M | Comprar |
201,512
+18,986
| +10% | +USD 155 k | ﹤0.01% | 617 |
|
|
2020
Q2 | USD 1.41 M | Vender |
182,526
-3,311
| -2% | -USD 23.9 k | ﹤0.01% | 624 |
|
|
2020
Q1 | USD 1.17 M | Comprar |
185,837
+393
| +0.2% | +USD 3.4 k | ﹤0.01% | 586 |
|
|
2019
Q4 | USD 1.76 M | Comprar |
185,444
+2,808
| +2% | +USD 24.2 k | 0.01% | 558 |
|
|
2019
Q3 | USD 1.44 M | Vender |
182,636
-6,968
| -4% | -USD 53.6 k | ﹤0.01% | 603 |
|
|
2019
Q2 | USD 1.37 M | Comprar |
189,604
+489
| +0.3% | +USD 3.76 k | ﹤0.01% | 632 |
|
|
2019
Q1 | USD 1.42 M | Vender |
189,115
-6,965
| -4% | -USD 49.8 k | 0.01% | 590 |
|
|
2018
Q4 | USD 1.12 M | Comprar |
196,080
+800
| +0.4% | +USD 5.59 k | ﹤0.01% | 624 |
|
|
2018
Q3 | USD 1.93 M | Vender |
195,280
-798
| -0.4% | -USD 8.35 k | 0.01% | 490 |
|
|
2018
Q2 | USD 2.08 M | Comprar |
196,078
+2,534
| +1% | +USD 28.4 k | 0.01% | 462 |
|
|
2018
Q1 | USD 2.38 M | Comprar |
193,544
+2,303
| +1% | +USD 31.4 k | 0.01% | 423 |
|
|
2017
Q4 | USD 2.59 M | Vender |
191,241
-69
| -0% | -USD 933 | 0.01% | 400 |
|
|
2017
Q3 | USD 2.39 M | Vender |
191,310
-211
| -0.1% | -USD 2.6 k | 0.01% | 410 |
|
|
2017
Q2 | USD 2.35 M | Comprar |
191,521
+990
| +0.5% | +USD 12.3 k | 0.01% | 393 |
|
|
2017
Q1 | USD 2.41 M | Vender |
190,531
-1,718
| -0.9% | -USD 20.6 k | 0.01% | 367 |
|
|
2016
Q4 | USD 2.08 M | Comprar |
192,249
+1,521
| +0.8% | +USD 16.3 k | 0.01% | 396 |
|
|
2016
Q3 | USD 1.96 M | Comprar |
190,728
+1,498
| +0.8% | +USD 14.5 k | 0.01% | 386 |
|
|
2016
Q2 | USD 1.68 M | Vender |
189,230
-3,559
| -2% | -USD 33.2 k | 0.01% | 383 |
|
|
2016
Q1 | USD 1.75 M | Comprar |
192,789
+9,307
| +5% | +USD 74.8 k | 0.01% | 342 |
|
|
2015
Q4 | USD 1.55 M | Vender |
183,482
-1,645
| -0.9% | -USD 13.9 k | 0.01% | 374 |
|
|
2015
Q3 | USD 1.47 M | Comprar |
185,127
+2,309
| +1% | +USD 18.8 k | 0.01% | 367 |
|
|
2015
Q2 | USD 1.56 M | Vender |
182,818
-2,247
| -1% | -USD 20.7 k | 0.01% | 354 |
|
|
2015
Q1 | USD 1.77 M | Vender |
185,065
-4,776
| -3% | -USD 41.9 k | 0.02% | 311 |
|
|
2014
Q4 | USD 1.6 M | Vender |
189,841
-4,882
| -3% | -USD 38.6 k | 0.02% | 324 |
|
|
2014
Q3 | USD 1.51 M | Comprar |
194,723
+5,592
| +3% | +USD 45.7 k | 0.02% | 299 |
|
|
2014
Q2 | USD 1.58 M | Comprar |
189,131
+13,587
| +8% | +USD 102 k | 0.02% | 276 |
|
|
2014
Q1 | USD 1.22 M | Comprar |
175,544
+746
| +0.4% | +USD 4.82 k | 0.02% | 316 |
|
|
2013
Q4 | USD 1.02 M | Vender |
174,798
-132
| -0.1% | -USD 802 | 0.02% | 297 |
|
|
2013
Q3 | USD 1.2 M | Vender |
174,930
-531
| -0.3% | -USD 3.5 k | 0.02% | 234 |
|
|
2013
Q2 | USD 1.02 M | Comprar |
+175,461
| Nuevas | +USD 952 k | 0.02% | 224 |
|
Otros fondos que tienen FLEX en su cartera
Posición de Creative Planning en FLEX: resumen de T2 2026
Creative Planning aumentó su participación en Flex (FLEX) en 10% durante T2 2026, al comprar aproximadamente USD 2.56 M y elevar la posición a 226,907 acciones con un valor de USD 36.8 M. La posición representa 0.02% de la cartera y ocupa el puesto #301.
Creative Planning reportó por primera vez una posición en FLEX en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,124 fondos que sigue Wall St. Rank mantienen una posición en FLEX.
- Al cierre de T2 2026, Creative Planning tenía 226,907 acciones de Flex con un valor de USD 36.8 M.
- Creative Planning compró 21,134 acciones de Flex en T2 2026, por un monto estimado de USD 2.56 M.
- Flex representó 0.02% de la cartera de Creative Planning en T2 2026 y fue su posición número 301.
- Creative Planning reportó por primera vez una posición en Flex en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,124 fondos que sigue Wall St. Rank tenían Flex en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.