EWP
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Elevation Wealth Partners’s Flex FLEX Stock Holding History

Elevation Wealth Partners’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 		$5.61K Hold
51
– – ﹤0.01% 1078
2026
Q2 		$8.27K Buy
+51
New +$6.18K ﹤0.01% 873

Other funds holding FLEX

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
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
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GI
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
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Elevation Wealth Partners's FLEX Position: Q3 2026 in Review

Elevation Wealth Partners held its Flex (FLEX) position steady in Q3 2026 at 51 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Elevation Wealth Partners first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.27K in Q2 2026. 29 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Elevation Wealth Partners held 51 shares of Flex worth $5.61K as of Q3 2026.
  • Elevation Wealth Partners left its Flex share count unchanged in Q3 2026.
  • Flex made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1078 holding.
  • Elevation Wealth Partners first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Flex position peaked at $8.27K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.