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CreativeOne Wealth’s Flex FLEX Stock Holding History

CreativeOne Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
51,479
+15,825
+44% +$790K 0.07% 280
2025
Q1 		$1.18M Buy
35,654
+15,715
+79% +$520K 0.04% 430
2024
Q4 		$765K Buy
19,939
+3,879
+24% +$149K 0.02% 559
2024
Q3 		$537K Buy
+16,060
New +$537K 0.02% 610