Creative Financial Designs’s Crane NXT CXT Stock Holding History

Creative Financial Designs’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 Q1	$446	Hold	11	–	–	﹤0.01%	2014
2025 Q4	$518	Hold	11	–	–	﹤0.01%	1902
2025 Q3	$738	Hold	11	–	–	﹤0.01%	1865
2025 Q2	$593	Hold	11	–	–	﹤0.01%	1879
2025 Q1	$565	Sell	11 -11	-50%	-$645	﹤0.01%	1896
2024 Q4	$1.28K	Buy	+22	New	+$1.26K	﹤0.01%	1667
2021 Q4	–	Sell	-466	Closed	-$15K	–	1254
2021 Q3	$15K	Hold	466	–	–	﹤0.01%	925
2021 Q2	$15K	Hold	466	–	–	﹤0.01%	928
2021 Q1	$15K	Hold	466	–	–	﹤0.01%	845
2020 Q4	$13K	Hold	466	–	–	﹤0.01%	807
2020 Q3	$8K	Hold	466	–	–	﹤0.01%	836
2020 Q2	$10K	Buy	+466	New	+$8.71K	﹤0.01%	748

Other funds holding CXT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return