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CreativeOne Wealth’s Crexendo CXDO Stock Holding History

CreativeOne Wealth’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
2025
Q4 		– Sell
-21,225
Closed -$138K – 1198
2025
Q3 		$138K Buy
21,225
+7,225
+52% +$44.8K ﹤0.01% 1124
2025
Q2 		$85K Buy
+14,000
New +$73.1K ﹤0.01% 1096

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

CreativeOne Wealth's CXDO Position: Q4 2025 in Review

CreativeOne Wealth sold out of Crexendo (CXDO) in Q4 2025, closing a stake of 21,225 shares — an estimated $138K sold.

CreativeOne Wealth first reported a position in CXDO in Q2 2025 and held it in 2 quarters. The position peaked at $138K in Q3 2025. 93 funds tracked by Wall St. Rank hold CXDO as of Q4 2025.

  • CreativeOne Wealth reported no remaining Crexendo position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 21,225 Crexendo shares in Q4 2025, an estimated $138K.
  • CreativeOne Wealth first reported a position in Crexendo in Q2 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Crexendo position peaked at $138K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Crexendo as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.