CIM
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Contravisory Investment Management’s Flex FLEX Stock Holding History

Contravisory Investment Management’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
Q2 		$25.1K Sell
155
-195
-56% -$23.6K ﹤0.01% 289
2026
Q1 		$22.9K Hold
350
– – ﹤0.01% 286
2025
Q4 		$21.1K Hold
350
– – ﹤0.01% 300
2025
Q3 		$20.3K Sell
350
-251
-42% -$13.3K ﹤0.01% 309
2025
Q2 		$30K Hold
601
– – 0.01% 289
2025
Q1 		$19.9K Buy
+601
New +$23.5K ﹤0.01% 306

Other funds holding FLEX

CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $103M AUM