U.S. Capital Wealth Advisors’s Flex FLEX Stock Holding History

U.S. Capital Wealth 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 Q1	$589K	Buy	9,000 +51	+0.6%	+$3.26K	0.01%	644
2025 Q4	$541K	Buy	8,949 +524	+6%	+$32.4K	0.01%	637
2025 Q3	$488K	Buy	8,425 +108	+1%	+$5.74K	0.01%	643
2025 Q2	$415K	Sell	8,317 -16	-0.2%	-$623	0.01%	641
2025 Q1	$276K	Buy	8,333 +1,365	+20%	+$53.5K	0.01%	721
2024 Q4	$268K	Hold	6,968	–	–	0.01%	712
2024 Q3	$233K	Hold	6,968	–	–	0.01%	647
2024 Q2	$205K	Buy	+6,968	New	+$209K	0.01%	634
2024 Q1	–	Sell	-9,247	Closed	-$212K	–	686
2023 Q4	$212K	Buy	+9,247	New	+$185K	0.01%	624
2023 Q1	–	Sell	-8,994	Closed	-$145K	–	945
2022 Q4	$145K	Buy	+8,994	New	+$135K	0.01%	668
2022 Q2	–	Sell	-20,542	Closed	-$287K	–	691
2022 Q1	$287K	Hold	20,542	–	–	0.01%	609
2021 Q4	$284K	Hold	20,542	–	–	0.01%	609
2021 Q3	$274K	Buy	+20,542	New	+$276K	0.01%	627

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's FLEX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Flex (FLEX) stake by 0.57% in Q1 2026, buying an estimated $3.26K and bringing the position to 9,000 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #644.

U.S. Capital Wealth Advisors first reported a position in FLEX in Q3 2021 and has held it in 13 quarters since. 785 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

U.S. Capital Wealth Advisors held 9,000 shares of Flex worth $589K as of Q1 2026.
U.S. Capital Wealth Advisors bought 51 Flex shares in Q1 2026, an estimated $3.26K.
Flex made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #644 holding.
U.S. Capital Wealth Advisors first reported a position in Flex in Q3 2021 and has held it in 13 quarters since.
785 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.