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
Q3 		$5.17M Buy
45,089
+1,926
+4% +$228K 0.01% 1062
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 7.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLEX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Flex (FLEX) stake by 4.5% in Q3 2026, buying an estimated $228K and bringing the position to 45,089 shares worth $5.17M. The position accounts for 0.01% of the portfolio, ranked #1062.

Wealth Enhancement Advisory Services first reported a position in FLEX in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.63M in Q2 2026. 254 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 45,089 shares of Flex worth $5.17M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,926 Flex shares in Q3 2026, an estimated $228K.
  • Flex made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1062 holding.
  • Wealth Enhancement Advisory Services first reported a position in Flex in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Flex position peaked at $5.63M in Q2 2026.
  • 254 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.