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 Q2	$742K	Buy	2,027 +61	+3%	+$21.9K	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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CX Institutional's OEF Position: Q2 2026 in Review

CX Institutional increased its iShares S&P 100 ETF (OEF) stake by 3.1% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,027 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #379.

CX Institutional first reported a position in OEF in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.29M in Q3 2025. 242 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

CX Institutional held 2,027 shares of iShares S&P 100 ETF worth $742K as of Q2 2026.
CX Institutional bought 61 iShares S&P 100 ETF shares in Q2 2026, an estimated $21.9K.
iShares S&P 100 ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #379 holding.
CX Institutional first reported a position in iShares S&P 100 ETF in Q4 2020 and has held it in 11 quarters since.
CX Institutional's iShares S&P 100 ETF position peaked at $1.29M in Q3 2025.
242 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.