CX Institutional
YOU icon

CX Institutional’s Clear Secure YOU Stock Holding History

CX Institutional’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1K Hold
30
– – ﹤0.01% 1667
2026
Q2 		$2K Hold
30
– – ﹤0.01% 1493
2026
Q1 		$1K Sell
30
-32
-52% -$1.27K ﹤0.01% 1543
2025
Q4 		$2K Buy
+62
New +$2.11K ﹤0.01% 1408

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

CX Institutional's YOU Position: Q3 2026 in Review

CX Institutional held its Clear Secure (YOU) position steady in Q3 2026 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

CX Institutional first reported a position in YOU in Q4 2025 and has held it in 4 quarters since. The position peaked at $2K in Q2 2026. 64 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • CX Institutional held 30 shares of Clear Secure worth $1K as of Q3 2026.
  • CX Institutional left its Clear Secure share count unchanged in Q3 2026.
  • Clear Secure made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1667 holding.
  • CX Institutional first reported a position in Clear Secure in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Clear Secure position peaked at $2K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

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