JWCA
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J.W. Cole Advisors’s Axos Financial AX Stock Holding History

J.W. Cole Advisors’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$357K Buy
4,690
+540
+13% +$41.1K 0.01% 1055
2025
Q1 		$268K Buy
+4,150
New +$268K 0.01% 1025