AWE
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Avidian Wealth Enterprises’s Firefly Aerospace FLY Stock Holding History

Avidian Wealth Enterprises’s Portfolio FLY Stock Details FLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$449K Buy
19,412
+1,442
+8% +$32.9K 0.01% 508
2026
Q2 		$528K Buy
17,970
+389
+2% +$14.6K 0.01% 461
2026
Q1 		$501K Buy
+17,581
New +$428K 0.02% 435

Other funds holding FLY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Avidian Wealth Enterprises's FLY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Firefly Aerospace (FLY) stake by 8% in Q3 2026, buying an estimated $32.9K and bringing the position to 19,412 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #508.

Avidian Wealth Enterprises first reported a position in FLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $528K in Q2 2026. 15 funds tracked by Wall St. Rank hold FLY as of Q3 2026.

  • Avidian Wealth Enterprises held 19,412 shares of Firefly Aerospace worth $449K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,442 Firefly Aerospace shares in Q3 2026, an estimated $32.9K.
  • Firefly Aerospace made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #508 holding.
  • Avidian Wealth Enterprises first reported a position in Firefly Aerospace in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Firefly Aerospace position peaked at $528K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Firefly Aerospace as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.