CX Institutional’s Flex FLEX Stock Holding History

CX Institutional’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 Q3	$31K	Buy	284 +51	+22%	+$6.04K	﹤0.01%	1119
2026 Q2	$38K	Sell	233 -797	-77%	-$96.7K	﹤0.01%	1026
2026 Q1	$67K	Buy	1,030 +152	+17%	+$9.72K	﹤0.01%	921
2025 Q4	$53K	Hold	878	–	–	﹤0.01%	961
2025 Q3	$51K	Hold	878	–	–	﹤0.01%	932
2025 Q2	$44K	Hold	878	–	–	﹤0.01%	873
2025 Q1	$29K	Buy	+878	New	+$34.4K	﹤0.01%	912
2022 Q3	–	Sell	-1,151	Closed	-$13K	–	709
2022 Q2	$13K	Buy	+1,151	New	+$14.3K	﹤0.01%	910
2021 Q4	–	Sell	-1,151	Closed	-$15K	–	546
2021 Q3	$15K	Hold	1,151	–	–	﹤0.01%	781
2021 Q2	$15K	Hold	1,151	–	–	﹤0.01%	777
2021 Q1	$16K	Hold	1,151	–	–	﹤0.01%	705
2020 Q4	$16K	Hold	1,151	–	–	﹤0.01%	653
2020 Q3	$10K	Hold	1,151	–	–	﹤0.01%	669
2020 Q2	$9K	Hold	1,151	–	–	﹤0.01%	576
2020 Q1	$7K	Hold	1,151	–	–	﹤0.01%	499
2019 Q4	$11K	Hold	1,151	–	–	﹤0.01%	422
2019 Q3	$9K	Buy	+1,151	New	+$8.85K	﹤0.01%	476
2019 Q2	–	Sell	-1,151	Closed	-$9K	–	966
2019 Q1	$9K	Hold	1,151	–	–	﹤0.01%	471
2018 Q4	$7K	Buy	+1,151	New	+$8.04K	﹤0.01%	373

Other funds holding FLEX

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional's FLEX Position: Q3 2026 in Review

CX Institutional increased its Flex (FLEX) stake by 22% in Q3 2026, buying an estimated $6.04K and bringing the position to 284 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

CX Institutional first reported a position in FLEX in Q4 2018 and has held it in 19 quarters since. The position peaked at $67K in Q1 2026. 22 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

CX Institutional held 284 shares of Flex worth $31K as of Q3 2026.
CX Institutional bought 51 Flex shares in Q3 2026, an estimated $6.04K.
Flex made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1119 holding.
CX Institutional first reported a position in Flex in Q4 2018 and has held it in 19 quarters since.
CX Institutional's Flex position peaked at $67K in Q1 2026.
22 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.