Wealth Enhancement Advisory Services
FLEX icon

Wealth Enhancement Advisory Services’s Flex FLEX Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.63M Buy
43,163
+5,448
+14% +$661K 0.01% 942
2026
Q1 		$2.59M Sell
37,715
-18,880
-33% -$1.21M 0.01% 1252
2025
Q4 		$3.51M Buy
56,595
+3,141
+6% +$194K ﹤0.01% 1202
2025
Q3 		$3.06M Buy
53,454
+1,695
+3% +$90K ﹤0.01% 1201
2025
Q2 		$2.68M Buy
51,759
+1,574
+3% +$61.3K ﹤0.01% 1214
2025
Q1 		$1.66M Sell
50,185
-2,315
-4% -$90.7K ﹤0.01% 1343
2024
Q4 		$2.02M Buy
52,500
+5,550
+12% +$205K ﹤0.01% 1191
2024
Q3 		$1.57M Buy
46,950
+1,296
+3% +$39.9K ﹤0.01% 1173
2024
Q2 		$1.35M Sell
45,654
-30,228
-40% -$905K ﹤0.01% 1153
2024
Q1 		$2.17M Sell
75,882
-16,151
-18% -$424K 0.01% 915
2023
Q4 		$2.11M Buy
92,033
+3,567
+4% +$71.4K 0.01% 877
2023
Q3 		$1.8M Buy
+88,466
New +$1.79M 0.01% 894

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Flex (FLEX) stake by 14% in Q2 2026, buying an estimated $661K and bringing the position to 43,163 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #942.

Wealth Enhancement Advisory Services first reported a position in FLEX in Q3 2023 and has held it in 12 quarters since. 178 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,163 shares of Flex worth $5.63M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,448 Flex shares in Q2 2026, an estimated $661K.
  • Flex made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #942 holding.
  • Wealth Enhancement Advisory Services first reported a position in Flex in Q3 2023 and has held it in 12 quarters since.
  • 178 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.