Creative Planning

Creative Planning’s Crexendo CXDO Stock Holding History

Creative Planning’s Portfolio CXDO Stock Details CXDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62M	Sell	424,084 -106,760	-20%	-$701K	﹤0.01%	1690
2025 Q4	$3.43M	Buy	530,844 +99	+0%	+$648	﹤0.01%	1278
2025 Q3	$3.45M	Buy	530,745 +148	+0%	+$917	﹤0.01%	1110
2025 Q2	$3.22M	Hold	530,597	–	–	﹤0.01%	990
2025 Q1	$2.58M	Sell	530,597 -3,194	-0.6%	-$18.7K	﹤0.01%	1017
2024 Q4	$2.79M	Buy	533,791 +3,194	+0.6%	+$16.9K	﹤0.01%	941
2024 Q3	$2.46M	Sell	530,597 -877,554	-62%	-$3.8M	﹤0.01%	959
2024 Q2	$4.43M	Buy	1,408,151 +877,554	+165%	+$3.42M	﹤0.01%	665
2024 Q1	$2.55M	Sell	530,597 -779	-0.1%	-$4.33K	﹤0.01%	872
2023 Q4	$2.58M	Buy	531,376 +779	+0.1%	+$2.04K	﹤0.01%	805
2023 Q3	$1.12M	Hold	530,597	–	–	﹤0.01%	1112
2023 Q2	$934K	Hold	530,597	–	–	﹤0.01%	1164
2023 Q1	$875K	Hold	530,597	–	–	﹤0.01%	1146
2022 Q4	$1.01M	Sell	530,597 -16,914	-3%	-$37.5K	﹤0.01%	1030
2022 Q3	$1.31M	Sell	547,511 -18,000	-3%	-$50.8K	﹤0.01%	846
2022 Q2	$1.75M	Buy	+565,511	New	+$1.66M	﹤0.01%	764

Other funds holding CXDO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return