JFS Wealth Advisors’s Exponent EXPO Stock Holding History

JFS Wealth Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12K	Sell	19 -2	-10%	-$123	﹤0.01%	1771
2026 Q1	$1.37K	Sell	21 -3	-13%	-$213	﹤0.01%	1601
2025 Q4	$1.67K	Buy	24 +23	+2,300%	+$1.62K	﹤0.01%	1601
2025 Q3	$70	Sell	1 -10	-91%	-$715	﹤0.01%	1855
2025 Q2	$822	Sell	11 -3	-21%	-$232	﹤0.01%	1616
2025 Q1	$1.14K	Sell	14 -9	-39%	-$784	﹤0.01%	1621
2024 Q4	$2.05K	Buy	23 +5	+28%	+$504	﹤0.01%	1469
2024 Q3	$2.13K	Buy	18 +1	+6%	+$105	﹤0.01%	1460
2024 Q2	$1.66K	Buy	17 +4	+31%	+$361	﹤0.01%	1508
2024 Q1	$1.11K	Buy	13 +1	+8%	+$83	﹤0.01%	1634
2023 Q4	$1.1K	Sell	12 -9	-43%	-$737	﹤0.01%	1634
2023 Q3	$1.84K	Buy	21 +4	+24%	+$362	﹤0.01%	1390
2023 Q2	$1.63K	Sell	17 -5	-23%	-$470	﹤0.01%	1461
2023 Q1	$2.24K	Buy	22 +4	+22%	+$407	﹤0.01%	1317
2022 Q4	$1.83K	Sell	18 -313	-95%	-$30.4K	﹤0.01%	1405
2022 Q3	$29K	Buy	331 +2	+0.6%	+$190	﹤0.01%	486
2022 Q2	$30K	Sell	329 -2	-0.6%	-$188	﹤0.01%	500
2022 Q1	$36K	Buy	331 +11	+3%	+$1.06K	﹤0.01%	485
2021 Q4	$37K	Buy	+320	New	+$37.6K	﹤0.01%	468
2018 Q2	–	Sell	-110	Closed	-$4K	–	495
2018 Q1	$4K	Hold	110	–	–	﹤0.01%	435
2017 Q4	$4K	Buy	+110	New	+$4.04K	﹤0.01%	443

Other funds holding EXPO

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return