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CreativeOne Wealth’s Crane NXT CXT Stock Holding History

CreativeOne Wealth’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
2025
Q1 		– Sell
-8,798
Closed -$512K – 1083
2024
Q4 		$512K Buy
8,798
+787
+10% +$45.2K 0.02% 684
2024
Q3 		$449K Buy
8,011
+469
+6% +$27.2K 0.02% 662
2024
Q2 		$463K Sell
7,542
-2,261
-23% -$139K 0.02% 496
2024
Q1 		$607K Sell
9,803
-1,709
-15% -$100K 0.02% 509
2023
Q4 		$655K Sell
11,512
-889
-7% -$47.2K 0.04% 317
2023
Q3 		$689K Buy
+12,401
New +$719K 0.05% 287

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CreativeOne Wealth's CXT Position: Q1 2025 in Review

CreativeOne Wealth sold out of Crane NXT (CXT) in Q1 2025, closing a stake of 8,798 shares — an estimated $512K sold.

CreativeOne Wealth first reported a position in CXT in Q3 2023 and held it in 6 quarters. The position peaked at $689K in Q3 2023. 333 funds tracked by Wall St. Rank hold CXT as of Q1 2025.

  • CreativeOne Wealth reported no remaining Crane NXT position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 8,798 Crane NXT shares in Q1 2025, an estimated $512K.
  • CreativeOne Wealth first reported a position in Crane NXT in Q3 2023 and held it in 6 quarters.
  • CreativeOne Wealth's Crane NXT position peaked at $689K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Crane NXT as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.