JGP Wealth Management’s Flux Power FLUX Stock Holding History

JGP Wealth Management’s Portfolio FLUX Stock Details FLUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39,000	Closed	-$41.7K	–	235
2026 Q1	$41.7K	Sell	39,000 -19,166	-33%	-$26.3K	﹤0.01%	222
2025 Q4	$73.9K	Buy	+58,166	New	+$172K	0.01%	235

Other funds holding FLUX

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

JGP Wealth Management's FLUX Position: Q2 2026 in Review

JGP Wealth Management sold out of Flux Power (FLUX) in Q2 2026, closing a stake of 39,000 shares — an estimated $41.7K sold.

JGP Wealth Management first reported a position in FLUX in Q4 2025 and held it in 2 quarters. The position peaked at $73.9K in Q4 2025. 5 funds tracked by Wall St. Rank hold FLUX as of Q2 2026.

JGP Wealth Management reported no remaining Flux Power position as of Q2 2026 after selling out during the quarter.
JGP Wealth Management sold 39,000 Flux Power shares in Q2 2026, an estimated $41.7K.
JGP Wealth Management first reported a position in Flux Power in Q4 2025 and held it in 2 quarters.
JGP Wealth Management's Flux Power position peaked at $73.9K in Q4 2025.
5 funds tracked by Wall St. Rank held Flux Power as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.