CX Institutional’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

CX Institutional’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	985	–	–	﹤0.01%	1023
2026 Q1	$40K	Hold	985	–	–	﹤0.01%	1008
2025 Q4	$40K	Buy	985 +9	+0.9%	+$365	﹤0.01%	1008
2025 Q3	$40K	Buy	976 +4	+0.4%	+$162	﹤0.01%	977
2025 Q2	$40K	Hold	972	–	–	﹤0.01%	891
2025 Q1	$40K	Buy	+972	New	+$39.4K	﹤0.01%	869
2021 Q4	–	Sell	-70,106	Closed	-$2.84M	–	863
2021 Q3	$2.84M	Hold	70,106	–	–	0.23%	111
2021 Q2	$2.84M	Sell	70,106 -14,521	-17%	-$588K	0.23%	107
2021 Q1	$3.42M	Buy	+84,627	New	+$3.43M	0.31%	92

Other funds holding ULST

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return