Axxcess Wealth Management’s Central and Eastern Europe Fund CEE Stock Holding History

Axxcess Wealth Management’s Portfolio CEE Stock Details CEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-9,823	Closed	-$202K	–	1022
2026 Q2	$202K	Buy	+9,823	New	+$203K	﹤0.01%	1012

Other funds holding CEE

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Axxcess Wealth Management's CEE Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Central and Eastern Europe Fund (CEE) in Q3 2026, closing a stake of 9,823 shares — an estimated $202K sold.

Axxcess Wealth Management first reported a position in CEE in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 4 funds tracked by Wall St. Rank hold CEE as of Q3 2026.

Axxcess Wealth Management reported no remaining Central and Eastern Europe Fund position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 9,823 Central and Eastern Europe Fund shares in Q3 2026, an estimated $202K.
Axxcess Wealth Management first reported a position in Central and Eastern Europe Fund in Q2 2026 and held it in 1 quarter.
Axxcess Wealth Management's Central and Eastern Europe Fund position peaked at $202K in Q2 2026.
4 funds tracked by Wall St. Rank held Central and Eastern Europe Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.