Ethos Financial Group’s Flex FLEX Stock Holding History

Ethos Financial Group’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
2025 Q1	–	Sell	-135	Closed	-$5.18K	–	465
2024 Q4	$5.18K	Buy	+135	New	+$5K	﹤0.01%	383

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Ethos Financial Group's FLEX Position: Q1 2025 in Review

Ethos Financial Group sold out of Flex (FLEX) in Q1 2025, closing a stake of 135 shares — an estimated $5.18K sold.

Ethos Financial Group first reported a position in FLEX in Q4 2024 and held it in 1 quarter. The position peaked at $5.18K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

Ethos Financial Group reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
Ethos Financial Group sold 135 Flex shares in Q1 2025, an estimated $5.18K.
Ethos Financial Group first reported a position in Flex in Q4 2024 and held it in 1 quarter.
Ethos Financial Group's Flex position peaked at $5.18K in Q4 2024.
582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.