Diversify Advisory Services’s Crexendo CXDO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$147K Buy
+21,217
New +$166K ﹤0.01% 1212
2026
Q1
Sell
-15,721
Closed -$114K 353
2025
Q4
$114K Hold
15,721
﹤0.01% 895
2025
Q3
$110K Sell
15,721
-6,101
-28% -$37.8K ﹤0.01% 861
2025
Q2
$125K Buy
+21,822
New +$114K ﹤0.01% 807

Other funds holding CXDO

Diversify Advisory Services's CXDO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Crexendo (CXDO) in Q2 2026: 21,217 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CXDO as recently as Q4 2025.

Diversify Advisory Services first reported a position in CXDO in Q2 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Diversify Advisory Services held 21,217 shares of Crexendo worth $147K as of Q2 2026.
  • Crexendo was a new Diversify Advisory Services position in Q2 2026.
  • Crexendo made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1212 holding.
  • Diversify Advisory Services first reported a position in Crexendo in Q2 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.