CX Institutional’s Riot Platforms RIOT Stock Holding History

CX Institutional’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$256K	Sell	12,725 -551	-4%	-$11.6K	0.01%	681
2026 Q2	$363K	Sell	13,276 -290	-2%	-$6.54K	0.01%	557
2026 Q1	$168K	Buy	13,566 +624	+5%	+$9.6K	0.01%	762
2025 Q4	$164K	Buy	12,942 +579	+5%	+$9.9K	﹤0.01%	758
2025 Q3	$235K	Buy	12,363 +921	+8%	+$12.8K	0.01%	640
2025 Q2	$129K	Buy	11,442 +1,802	+19%	+$15.3K	﹤0.01%	724
2025 Q1	$69K	Buy	+9,640	New	+$100K	﹤0.01%	795
2022 Q3	–	Sell	-314	Closed	-$1K	–	993
2022 Q2	$1K	Buy	+314	New	+$2.92K	﹤0.01%	1154

Other funds holding RIOT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

CX Institutional's RIOT Position: Q3 2026 in Review

CX Institutional reduced its Riot Platforms (RIOT) stake by 4.2% in Q3 2026, selling an estimated $11.6K and leaving 12,725 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #681.

CX Institutional first reported a position in RIOT in Q2 2022 and has held it in 8 quarters since. The position peaked at $363K in Q2 2026. 46 funds tracked by Wall St. Rank hold RIOT as of Q3 2026.

CX Institutional held 12,725 shares of Riot Platforms worth $256K as of Q3 2026.
CX Institutional sold 551 Riot Platforms shares in Q3 2026, an estimated $11.6K.
Riot Platforms made up 0.01% of CX Institutional's portfolio in Q3 2026, its #681 holding.
CX Institutional first reported a position in Riot Platforms in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Riot Platforms position peaked at $363K in Q2 2026.
46 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2026.

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