CX Institutional’s Exponent EXPO Stock Holding History

CX Institutional’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Hold	12	–	–	﹤0.01%	1518
2026 Q1	$1K	Sell	12 -6	-33%	-$426	﹤0.01%	1500
2025 Q4	$1K	Buy	+18	New	+$1.26K	﹤0.01%	1454
2023 Q3	–	Sell	-4,699	Closed	-$439K	–	503
2023 Q2	$439K	Sell	4,699 -11,727	-71%	-$1.1M	0.02%	361
2023 Q1	$1.63M	Buy	+16,426	New	+$1.67M	0.09%	237
2021 Q4	–	Sell	-129	Closed	-$15K	–	527
2021 Q3	$15K	Hold	129	–	–	﹤0.01%	780
2021 Q2	$12K	Buy	+129	New	+$12.1K	﹤0.01%	814

Other funds holding EXPO

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return