Valued Wealth Advisors’s Flex FLEX Stock Holding History

Valued 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 Q2	$22.7K	Buy	140 +24	+21%	+$2.91K	0.01%	184
2026 Q1	$7.59K	Buy	116 +35	+43%	+$2.24K	﹤0.01%	333
2025 Q4	$4.89K	Buy	81 +36	+80%	+$2.22K	﹤0.01%	307
2025 Q3	$2.61K	Buy	45 +9	+25%	+$478	﹤0.01%	363
2025 Q2	$1.8K	Hold	36	–	–	﹤0.01%	394
2025 Q1	$1.19K	Hold	36	–	–	﹤0.01%	458
2024 Q4	$1.38K	Hold	36	–	–	﹤0.01%	440
2024 Q3	$1.2K	Hold	36	–	–	﹤0.01%	429
2024 Q2	$1.06K	Hold	36	–	–	﹤0.01%	437
2024 Q1	$1.03K	Sell	36 -18	-33%	-$472	﹤0.01%	435
2023 Q4	$1.11K	Buy	+54	New	+$1.08K	﹤0.01%	373

Other funds holding FLEX

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Valued Wealth Advisors's FLEX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Flex (FLEX) stake by 21% in Q2 2026, buying an estimated $2.91K and bringing the position to 140 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #184.

Valued Wealth Advisors first reported a position in FLEX in Q4 2023 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Valued Wealth Advisors held 140 shares of Flex worth $22.7K as of Q2 2026.
Valued Wealth Advisors bought 24 Flex shares in Q2 2026, an estimated $2.91K.
Flex made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Valued Wealth Advisors first reported a position in Flex in Q4 2023 and has held it in 11 quarters since.
253 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.