Riversedge Advisors’s Flex FLEX Stock Holding History

Riversedge Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,496	Closed	-$242K	–	382
2026 Q2	$242K	Buy	+1,496	New	+$181K	0.03%	264

Other funds holding FLEX

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Riversedge Advisors's FLEX Position: Q3 2026 in Review

Riversedge Advisors sold out of Flex (FLEX) in Q3 2026, closing a stake of 1,496 shares — an estimated $242K sold.

Riversedge Advisors first reported a position in FLEX in Q2 2026 and held it in 1 quarter. The position peaked at $242K in Q2 2026. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Riversedge Advisors reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
Riversedge Advisors sold 1,496 Flex shares in Q3 2026, an estimated $242K.
Riversedge Advisors first reported a position in Flex in Q2 2026 and held it in 1 quarter.
Riversedge Advisors's Flex position peaked at $242K in Q2 2026.
23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.