San Luis Wealth Advisors’s Flux Power FLUX Stock Holding History

San Luis Wealth Advisors’s Portfolio FLUX Stock Details FLUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$4K	–	200
2022 Q1	$4K	Buy	+1,000	New	+$3.04K	﹤0.01%	410

Other funds holding FLUX

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

San Luis Wealth Advisors's FLUX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Flux Power (FLUX) in Q2 2022, closing a stake of 1,000 shares — an estimated $4K sold.

San Luis Wealth Advisors first reported a position in FLUX in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 26 funds tracked by Wall St. Rank hold FLUX as of Q2 2022.

San Luis Wealth Advisors reported no remaining Flux Power position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 1,000 Flux Power shares in Q2 2022, an estimated $4K.
San Luis Wealth Advisors first reported a position in Flux Power in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Flux Power position peaked at $4K in Q1 2022.
26 funds tracked by Wall St. Rank held Flux Power as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.