EP
FLYX icon

Essential Partners’s flyExclusive FLYX Stock Holding History

Essential Partners’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$74 Sell
61
-5
-8% -$6 ﹤0.01% 2726
2026
Q2 		$132 Sell
66
-392
-86% -$910 ﹤0.01% 2707
2026
Q1 		$1.04K Buy
+458
New +$1.32K ﹤0.01% 2238

Other funds holding FLYX

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FLYX Position: Q3 2026 in Review

Essential Partners reduced its flyExclusive (FLYX) stake by 7.6% in Q3 2026, selling an estimated $6 and leaving 61 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Essential Partners first reported a position in FLYX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.04K in Q1 2026. 7 funds tracked by Wall St. Rank hold FLYX as of Q3 2026.

  • Essential Partners held 61 shares of flyExclusive worth $74 as of Q3 2026.
  • Essential Partners sold 5 flyExclusive shares in Q3 2026, an estimated $6.
  • flyExclusive made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2726 holding.
  • Essential Partners first reported a position in flyExclusive in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's flyExclusive position peaked at $1.04K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held flyExclusive as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.