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Clearstead Advisors’s flyExclusive FLYX Stock Holding History

Clearstead Advisors’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04K Buy
+1,018
New +$2.36K ﹤0.01% 2478

Other funds holding FLYX

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Clearstead Advisors's FLYX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in flyExclusive (FLYX) in Q2 2026: 1,018 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings.

19 funds tracked by Wall St. Rank hold FLYX as of Q2 2026.

  • Clearstead Advisors held 1,018 shares of flyExclusive worth $2.04K as of Q2 2026.
  • flyExclusive was a new Clearstead Advisors position in Q2 2026.
  • flyExclusive made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2478 holding.
  • 19 funds tracked by Wall St. Rank held flyExclusive as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.