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MBL Wealth’s flyExclusive FLYX Stock Holding History

MBL Wealth’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.4K Hold
28,200
– – ﹤0.01% 384
2026
Q1 		$63.7K Hold
28,200
– – ﹤0.01% 335
2025
Q4 		$116K Hold
28,200
– – 0.01% 293
2025
Q3 		$139K Buy
28,200
+9,000
+47% +$30.8K 0.01% 246
2025
Q2 		$37.4K Buy
+19,200
New +$55.3K ﹤0.01% 241
2025
Q1 		– Sell
-19,200
Closed -$60.5K – 231
2024
Q4 		$60.5K Hold
19,200
– – 0.01% 221
2024
Q3 		$57.2K Hold
19,200
– – 0.01% 207
2024
Q2 		$77.4K Hold
19,200
– – 0.01% 201
2024
Q1 		$82.9K Hold
19,200
– – 0.01% 197
2023
Q4 		$106K Buy
+19,200
New +$202K 0.01% 182

Other funds holding FLYX

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MBL Wealth's FLYX Position: Q2 2026 in Review

MBL Wealth held its flyExclusive (FLYX) position steady in Q2 2026 at 28,200 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

MBL Wealth first reported a position in FLYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $139K in Q3 2025. 5 funds tracked by Wall St. Rank hold FLYX as of Q2 2026.

  • MBL Wealth held 28,200 shares of flyExclusive worth $56.4K as of Q2 2026.
  • MBL Wealth left its flyExclusive share count unchanged in Q2 2026.
  • flyExclusive made up ﹤0.01% of MBL Wealth's portfolio in Q2 2026, its #384 holding.
  • MBL Wealth first reported a position in flyExclusive in Q4 2023 and has held it in 10 quarters since.
  • MBL Wealth's flyExclusive position peaked at $139K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held flyExclusive as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.