True Wealth Design
FLYX icon

True Wealth Design’s flyExclusive FLYX Stock Holding History

True Wealth Design’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5 Sell
4
-83
-95% -$107 ﹤0.01% 2575
2026
Q2 		$174 Buy
87
+78
+867% +$181 ﹤0.01% 2474
2026
Q1 		$21 Buy
+9
New +$26 ﹤0.01% 2639

Other funds holding FLYX

Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's FLYX Position: Q3 2026 in Review

True Wealth Design reduced its flyExclusive (FLYX) stake by 95% in Q3 2026, selling an estimated $107 and leaving 4 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

True Wealth Design first reported a position in FLYX in Q1 2026 and has held it in 3 quarters since. The position peaked at $174 in Q2 2026. 10 funds tracked by Wall St. Rank hold FLYX as of Q3 2026.

  • True Wealth Design held 4 shares of flyExclusive worth $5 as of Q3 2026.
  • True Wealth Design sold 83 flyExclusive shares in Q3 2026, an estimated $107.
  • flyExclusive made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2575 holding.
  • True Wealth Design first reported a position in flyExclusive in Q1 2026 and has held it in 3 quarters since.
  • True Wealth Design's flyExclusive position peaked at $174 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held flyExclusive as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.