JFS Wealth Advisors’s Vertex VERX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23	Sell	2 -1	-33%	-$12	﹤0.01%	2240
2026 Q1	$36	Sell	3 -13	-81%	-$202	﹤0.01%	1868
2025 Q4	$320	Buy	16 +4	+33%	+$87	﹤0.01%	1844
2025 Q3	$298	Sell	12 -10	-45%	-$290	﹤0.01%	1813
2025 Q2	$778	Buy	22 +9	+69%	+$342	﹤0.01%	1623
2025 Q1	$456	Sell	13 -10	-43%	-$457	﹤0.01%	1781
2024 Q4	$1.23K	Hold	23	–	–	﹤0.01%	1636
2024 Q3	$886	Buy	23 +11	+92%	+$405	﹤0.01%	1723
2024 Q2	$433	Hold	12	–	–	﹤0.01%	1822
2024 Q1	$382	Hold	12	–	–	﹤0.01%	1830
2023 Q4	$324	Buy	12 +2	+20%	+$51	﹤0.01%	1853
2023 Q3	$231	Buy	10 +4	+67%	+$82	﹤0.01%	1846
2023 Q2	$117	Buy	6 +2	+50%	+$42	﹤0.01%	1920
2023 Q1	$83	Hold	4	–	–	﹤0.01%	1902
2022 Q4	$58	Buy	4 +3	+300%	+$48	﹤0.01%	1915
2022 Q3	$0	Buy	+1	New	+$13	﹤0.01%	1939

Other funds holding VERX

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

Handelsbanken Fonder

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return