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FLAGSHIP WEALTH ADVISORS, LLC → EXC

FLAGSHIP WEALTH ADVISORS, LLC EXC Position History

Exelon Corporation • Utilities

Quarters held
4
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.4M
Q1 2026$4.6M
Q2 2026$7.5M
Q3 2026$7.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.9M174.1K——
Q2 2026$7.5M172.1K——
Q1 2026$4.6M125.0K——
Q4 2025$6.4M153.3K——

Other funds holding EXC

Other FLAGSHIP WEALTH ADVISORS, LLC positions

QQQ

INVESCO QQQ TR

$35.9M
QQQ

INVESCO QQQ TR

$34.9M
VGES

VANGUARD INDEX FDS

$30.2M
VGES

VANGUARD INDEX FDS

$28.6M
QQQ

Invesco QQQ Trust

$27.1M
VGES

Vanguard Growth ETF

$25.1M
BTCW

WISDOMTREE TR

$20.5M
VGES

VANGUARD WHITEHALL FDS

$20.4M
FLAGSHIP WEALTH ADVISORS, LLC EXC Holdings: 13F Position History | Track13F