CX Institutional’s iShares S&P 100 ETF OEF Stock Holding History

CX Institutional’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$654K	Sell	1,712 -315	-16%	-$118K	0.02%	413
2026 Q2	$742K	Buy	2,027 +61	+3%	+$21.8K	0.02%	379
2026 Q1	$625K	Sell	1,966 -28	-1%	-$9.39K	0.02%	415
2025 Q4	$684K	Sell	1,994 -1,873	-48%	-$636K	0.02%	346
2025 Q3	$1.29M	Buy	3,867 +3,774	+4,058%	+$1.2M	0.04%	262
2025 Q2	$28K	Hold	93	–	–	﹤0.01%	933
2025 Q1	$25K	Buy	+93	New	+$26.7K	﹤0.01%	928
2022 Q3	–	Sell	-93	Closed	-$16K	–	929
2022 Q2	$16K	Buy	+93	New	+$17.4K	﹤0.01%	882
2021 Q4	–	Sell	-93	Closed	-$18K	–	740
2021 Q3	$18K	Hold	93	–	–	﹤0.01%	759
2021 Q2	$18K	Hold	93	–	–	﹤0.01%	758
2021 Q1	$17K	Hold	93	–	–	﹤0.01%	699
2020 Q4	$16K	Buy	+93	New	+$15.2K	﹤0.01%	658

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

CX Institutional's OEF Position: Q3 2026 in Review

CX Institutional reduced its iShares S&P 100 ETF (OEF) stake by 16% in Q3 2026, selling an estimated $118K and leaving 1,712 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #413.

CX Institutional first reported a position in OEF in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.29M in Q3 2025. 313 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

CX Institutional held 1,712 shares of iShares S&P 100 ETF worth $654K as of Q3 2026.
CX Institutional sold 315 iShares S&P 100 ETF shares in Q3 2026, an estimated $118K.
iShares S&P 100 ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #413 holding.
CX Institutional first reported a position in iShares S&P 100 ETF in Q4 2020 and has held it in 12 quarters since.
CX Institutional's iShares S&P 100 ETF position peaked at $1.29M in Q3 2025.
313 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

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