VFA
FLEX icon

Valeo Financial Advisors’s Flex FLEX Stock Holding History

Valeo Financial 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 		$1.37M Buy
12,444
+139
+1% +$16.5K 0.03% 254
2026
Q2 		$1.99M Buy
12,305
+2,577
+26% +$313K 0.04% 179
2026
Q1 		$637K Buy
9,728
+281
+3% +$18K 0.02% 355
2025
Q4 		$571K Buy
+9,447
New +$584K 0.01% 427
2021
Q2 		– Sell
-365
Closed -$5K – 971
2021
Q1 		$5K Buy
365
+23
+7% +$317 ﹤0.01% 1553
2020
Q4 		$5K Sell
342
-237
-41% -$2.74K ﹤0.01% 1359
2020
Q3 		$5K Sell
579
-911
-61% -$7.43K ﹤0.01% 1246
2020
Q2 		$12K Hold
1,490
– – ﹤0.01% 1225
2020
Q1 		$10K Sell
1,490
-2,654
-64% -$23K ﹤0.01% 1090
2019
Q4 		$39K Buy
4,144
+2,672
+182% +$23K ﹤0.01% 736
2019
Q3 		$12K Sell
1,472
-43
-3% -$330 ﹤0.01% 975
2019
Q2 		$11K Hold
1,515
– – ﹤0.01% 995
2019
Q1 		$11K Sell
1,515
-123
-8% -$880 ﹤0.01% 936
2018
Q4 		$9K Sell
1,638
-10
-0.6% -$70 ﹤0.01% 904
2018
Q3 		$10K Hold
1,648
– – ﹤0.01% 962
2018
Q2 		$17K Sell
1,648
-17
-1% -$191 ﹤0.01% 806
2018
Q1 		$20K Buy
1,665
+5
+0.3% +$68 ﹤0.01% 711
2017
Q4 		$23K Buy
1,660
+171
+11% +$2.31K ﹤0.01% 636
2017
Q3 		$19K Buy
+1,489
New +$18.4K ﹤0.01% 560

Other funds holding FLEX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Valeo Financial Advisors's FLEX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Flex (FLEX) stake by 1.1% in Q3 2026, buying an estimated $16.5K and bringing the position to 12,444 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #254.

Valeo Financial Advisors first reported a position in FLEX in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.99M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Valeo Financial Advisors held 12,444 shares of Flex worth $1.37M as of Q3 2026.
  • Valeo Financial Advisors bought 139 Flex shares in Q3 2026, an estimated $16.5K.
  • Flex made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #254 holding.
  • Valeo Financial Advisors first reported a position in Flex in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Flex position peaked at $1.99M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.