CI
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CX Institutional’s Inspire Corporate Bond ETF IBD Stock Holding History

CX Institutional’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55K Buy
+2,374
New +$55.9K ﹤0.01% 997
2026
Q1 		– Sell
-365
Closed -$9K – 1604
2025
Q4 		$9K Buy
+365
New +$8.83K ﹤0.01% 1208

Other funds holding IBD

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's IBD Position: Q3 2026 in Review

CX Institutional opened a new position in Inspire Corporate Bond ETF (IBD) in Q3 2026: 2,374 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: CX Institutional previously reported a position in IBD as recently as Q4 2025.

CX Institutional first reported a position in IBD in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • CX Institutional held 2,374 shares of Inspire Corporate Bond ETF worth $55K as of Q3 2026.
  • Inspire Corporate Bond ETF was a new CX Institutional position in Q3 2026.
  • Inspire Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #997 holding.
  • CX Institutional first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

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