CX Institutional
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CX Institutional’s BlackRock Large Cap Core ETF BLCR Stock Holding History

CX Institutional’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-46
Closed -$2K – 1678
2026
Q2 		$2K Buy
+46
New +$2.21K ﹤0.01% 1447

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CX Institutional's BLCR Position: Q3 2026 in Review

CX Institutional sold out of BlackRock Large Cap Core ETF (BLCR) in Q3 2026, closing a stake of 46 shares — an estimated $2K sold.

CX Institutional first reported a position in BLCR in Q2 2026 and held it in 1 quarter. The position peaked at $2K in Q2 2026. 135 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • CX Institutional reported no remaining BlackRock Large Cap Core ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 46 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $2K.
  • CX Institutional first reported a position in BlackRock Large Cap Core ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's BlackRock Large Cap Core ETF position peaked at $2K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.