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Heffernan Advisory’s MaxLinear MXL Stock Holding History

Heffernan Advisory’s Portfolio MXL Stock Details MXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,000
Closed -$256K – 60
2026
Q2 		$256K Buy
+2,000
New +$141K 0.21% 33

Other funds holding MXL

US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Heffernan Advisory's MXL Position: Q3 2026 in Review

Heffernan Advisory sold out of MaxLinear (MXL) in Q3 2026, closing a stake of 2,000 shares — an estimated $256K sold.

Heffernan Advisory first reported a position in MXL in Q2 2026 and held it in 1 quarter. The position peaked at $256K in Q2 2026. 14 funds tracked by Wall St. Rank hold MXL as of Q3 2026.

  • Heffernan Advisory reported no remaining MaxLinear position as of Q3 2026 after selling out during the quarter.
  • Heffernan Advisory sold 2,000 MaxLinear shares in Q3 2026, an estimated $256K.
  • Heffernan Advisory first reported a position in MaxLinear in Q2 2026 and held it in 1 quarter.
  • Heffernan Advisory's MaxLinear position peaked at $256K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held MaxLinear as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.