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Atwood & Palmer’s Flex FLEX Stock Holding History

Atwood & Palmer’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-21
Closed -$3.4K – 505
2026
Q2 		$3.4K Hold
21
– – ﹤0.01% 420
2026
Q1 		$1.38K Sell
21
-120
-85% -$7.67K ﹤0.01% 461
2025
Q4 		$8.52K Hold
141
– – ﹤0.01% 391
2025
Q3 		$8.17K Hold
141
– – ﹤0.01% 398
2025
Q2 		$7.04K Hold
141
– – ﹤0.01% 425
2025
Q1 		$4.67K Hold
141
– – ﹤0.01% 369
2024
Q4 		$5.41K Buy
+141
New +$5.22K ﹤0.01% 375
2017
Q1 		– Sell
-499
Closed -$5K – 309
2016
Q4 		$5K Hold
499
– – ﹤0.01% 286
2016
Q3 		$5K Hold
499
– – ﹤0.01% 281
2016
Q2 		$4K Hold
499
– – ﹤0.01% 278
2016
Q1 		$5K Sell
499
-426
-46% -$3.42K ﹤0.01% 277
2015
Q4 		$8K Hold
925
– – ﹤0.01% 332
2015
Q3 		$7K Hold
925
– – ﹤0.01% 361
2015
Q2 		$8K Buy
+925
New +$8.51K ﹤0.01% 307

Other funds holding FLEX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Atwood & Palmer's FLEX Position: Q3 2026 in Review

Atwood & Palmer sold out of Flex (FLEX) in Q3 2026, closing a stake of 21 shares — an estimated $3.4K sold.

Atwood & Palmer first reported a position in FLEX in Q2 2015 and held it in 14 quarters. The position peaked at $8.52K in Q4 2025. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Atwood & Palmer reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 21 Flex shares in Q3 2026, an estimated $3.4K.
  • Atwood & Palmer first reported a position in Flex in Q2 2015 and held it in 14 quarters.
  • Atwood & Palmer's Flex position peaked at $8.52K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.