Creative Planning’s Flux Power FLUX Stock Holding History

Creative Planning’s Portfolio FLUX Stock Details FLUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-49,252	Closed	-$202K	–	2958
2023 Q4	$202K	Buy	+49,252	New	+$171K	﹤0.01%	2427

Other funds holding FLUX

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's FLUX Position: Q1 2024 in Review

Creative Planning sold out of Flux Power (FLUX) in Q1 2024, closing a stake of 49,252 shares — an estimated $202K sold.

Creative Planning first reported a position in FLUX in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 30 funds tracked by Wall St. Rank hold FLUX as of Q1 2024.

Creative Planning reported no remaining Flux Power position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 49,252 Flux Power shares in Q1 2024, an estimated $202K.
Creative Planning first reported a position in Flux Power in Q4 2023 and held it in 1 quarter.
Creative Planning's Flux Power position peaked at $202K in Q4 2023.
30 funds tracked by Wall St. Rank held Flux Power as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.