Cape Investment Advisory’s XP XP Stock Holding History

Cape Investment Advisory’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$976	Buy	+60	New	+$1.07K	﹤0.01%	1335

Other funds holding XP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cape Investment Advisory's XP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in XP (XP) in Q2 2026: 60 shares worth $976. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

48 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Cape Investment Advisory held 60 shares of XP worth $976 as of Q2 2026.
XP was a new Cape Investment Advisory position in Q2 2026.
XP made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1335 holding.
48 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.