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Insight Wealth Strategies’s Flex FLEX Stock Holding History

Insight Wealth Strategies’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 		$5.72M Buy
52,016
+23,875
+85% +$2.83M 0.57% 61
2026
Q2 		$4.32M Buy
+28,141
New +$3.41M 0.42% 80

Other funds holding FLEX

Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's FLEX Position: Q3 2026 in Review

Insight Wealth Strategies increased its Flex (FLEX) stake by 85% in Q3 2026, buying an estimated $2.83M and bringing the position to 52,016 shares worth $5.72M. The position accounts for 0.57% of the portfolio, ranked #61.

Insight Wealth Strategies first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Insight Wealth Strategies held 52,016 shares of Flex worth $5.72M as of Q3 2026.
  • Insight Wealth Strategies bought 23,875 Flex shares in Q3 2026, an estimated $2.83M.
  • Flex made up 0.57% of Insight Wealth Strategies's portfolio in Q3 2026, its #61 holding.
  • Insight Wealth Strategies first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.