CoreCap Advisors’s Crane NXT CXT Stock Holding History

CoreCap Advisors’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
2026 Q2	$37.3K	Buy	729 +76	+12%	+$3.24K	﹤0.01%	1534
2026 Q1	$26.5K	Buy	653 +37	+6%	+$1.79K	﹤0.01%	1566
2025 Q4	$29K	Buy	616 +10	+2%	+$591	﹤0.01%	1537
2025 Q3	$40.6K	Buy	606 +41	+7%	+$2.44K	﹤0.01%	1405
2025 Q2	$30.5K	Buy	565 +85	+18%	+$4.33K	﹤0.01%	1452
2025 Q1	$24.6K	Buy	480 +2	+0.4%	+$117	﹤0.01%	1453
2024 Q4	$27.8K	Sell	478 -70	-13%	-$4.02K	﹤0.01%	1419
2024 Q3	$30.7K	Buy	+548	New	+$31.8K	﹤0.01%	1387
2024 Q2	–	Sell	-501	Closed	-$31K	–	1833
2024 Q1	$31K	Buy	+501	New	+$29.4K	﹤0.01%	1301
2022 Q4	$52.3K	Buy	+1,497	New	+$52.2K	﹤0.01%	972
2022 Q3	–	Sell	-1,483	Closed	-$45K	–	865
2022 Q2	$45K	Buy	+1,483	New	+$49.3K	﹤0.01%	975
2022 Q1	–	Sell	-1,555	Closed	-$55K	–	879
2021 Q4	$55K	Buy	+1,555	New	+$54.1K	﹤0.01%	960

Other funds holding CXT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return