MJT & Associates Financial Advisory’s EXL Service EXLS Stock Holding History

MJT & Associates Financial Advisory’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38K	Hold	92	–	–	﹤0.01%	372
2026 Q1	$2.8K	Buy	92 +2	+2%	+$69	﹤0.01%	346
2025 Q4	$3.82K	Hold	90	–	–	﹤0.01%	324
2025 Q3	$3.96K	Hold	90	–	–	﹤0.01%	326
2025 Q2	$3.94K	Hold	90	–	–	﹤0.01%	334
2025 Q1	$4.25K	Buy	+90	New	+$4.33K	﹤0.01%	325

Other funds holding EXLS

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

Handelsbanken Fonder

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return