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Retirement Wealth Solutions’s Standex International SXI Stock Holding History

Retirement Wealth Solutions’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.4K Hold
86
– – 0.01% 166
2026
Q2 		$30.6K Hold
86
– – 0.02% 118
2026
Q1 		$21.8K Sell
86
-2
-2% -$502 0.01% 132
2025
Q4 		$19K Hold
88
– – 0.01% 162
2025
Q3 		$18.5K Sell
88
-6
-6% -$1.13K 0.01% 162
2025
Q2 		$14.8K Sell
94
-10
-10% -$1.5K 0.01% 187
2025
Q1 		$16.9K Hold
104
– – 0.01% 152
2024
Q4 		$18.5K Buy
+104
New +$20.1K 0.02% 153

Other funds holding SXI

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Retirement Wealth Solutions held its Standex International (SXI) position steady in Q3 2026 at 86 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #166.

Retirement Wealth Solutions first reported a position in SXI in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.6K in Q2 2026. 12 funds tracked by Wall St. Rank hold SXI as of Q3 2026.

  • Retirement Wealth Solutions held 86 shares of Standex International worth $23.4K as of Q3 2026.
  • Retirement Wealth Solutions left its Standex International share count unchanged in Q3 2026.
  • Standex International made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #166 holding.
  • Retirement Wealth Solutions first reported a position in Standex International in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Standex International position peaked at $30.6K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Standex International as of Q3 2026.

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