Retirement Wealth Solutions
EXLS icon

Retirement Wealth Solutions’s EXL Service EXLS Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.13K Buy
91
+71
+355% +$2.37K ﹤0.01% 494
2026
Q2 		$518 Sell
20
-71
-78% -$2.09K ﹤0.01% 730
2026
Q1 		$2.77K Buy
91
+32
+54% +$1.1K ﹤0.01% 437
2025
Q4 		$2.5K Buy
59
+8
+16% +$327 ﹤0.01% 418
2025
Q3 		$2.25K Buy
+51
New +$2.21K ﹤0.01% 425

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Retirement Wealth Solutions's EXLS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its EXL Service (EXLS) stake by 355% in Q3 2026, buying an estimated $2.37K and bringing the position to 91 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Retirement Wealth Solutions first reported a position in EXLS in Q3 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Retirement Wealth Solutions held 91 shares of EXL Service worth $3.13K as of Q3 2026.
  • Retirement Wealth Solutions bought 71 EXL Service shares in Q3 2026, an estimated $2.37K.
  • EXL Service made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #494 holding.
  • Retirement Wealth Solutions first reported a position in EXL Service in Q3 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.