Avantax Advisory Services’s Crane NXT CXT Stock Holding History

Avantax Advisory Services’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Buy	+3,713	New	+$189K	﹤0.01%	2211
2024 Q2	–	Sell	-3,864	Closed	-$239K	–	2086
2024 Q1	$239K	Buy	3,864 +2	+0.1%	+$117	﹤0.01%	1436
2023 Q4	$220K	Buy	3,862 +2	+0.1%	+$106	﹤0.01%	1428
2023 Q3	$215K	Buy	3,860 +1	+0%	+$58	﹤0.01%	1389
2023 Q2	$218K	Sell	3,859 -8,080	-68%	-$411K	﹤0.01%	1359
2023 Q1	$471K	Buy	11,939 +869	+8%	+$34.4K	0.01%	945
2022 Q4	$386K	Buy	11,070 +9	+0.1%	+$314	0.01%	983
2022 Q3	$336K	Sell	11,061 -1,681	-13%	-$55.4K	0.01%	948
2022 Q2	$388K	Buy	12,742 +3,227	+34%	+$107K	0.01%	889
2022 Q1	$359K	Sell	9,515 -2,922	-23%	-$105K	﹤0.01%	921
2021 Q4	$440K	Sell	12,437 -13,520	-52%	-$470K	0.01%	806
2021 Q3	$853K	Sell	25,957 -392	-1%	-$13.1K	0.01%	539
2021 Q2	$847K	Buy	26,349 +262	+1%	+$8.55K	0.02%	519
2021 Q1	$853K	Buy	26,087 +904	+4%	+$26.8K	0.02%	467
2020 Q4	$680K	Buy	25,183 +2,655	+12%	+$58.5K	0.02%	464
2020 Q3	$393K	Buy	+22,528	New	+$445K	0.01%	896

Other funds holding CXT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Advisory Services's CXT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Crane NXT (CXT) in Q2 2025: 3,713 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2211 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CXT as recently as Q1 2024.

Avantax Advisory Services first reported a position in CXT in Q3 2020 and has held it in 16 quarters since. The position peaked at $853K in Q3 2021. 339 funds tracked by Wall St. Rank hold CXT as of Q2 2025.

Avantax Advisory Services held 3,713 shares of Crane NXT worth $200K as of Q2 2025.
Crane NXT was a new Avantax Advisory Services position in Q2 2025.
Crane NXT made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2211 holding.
Avantax Advisory Services first reported a position in Crane NXT in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's Crane NXT position peaked at $853K in Q3 2021.
339 funds tracked by Wall St. Rank held Crane NXT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.