EWA
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EverSource Wealth Advisors’s Comp X International CIX Stock Holding History

EverSource Wealth Advisors’s Portfolio CIX Stock Details CIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100 Sell
4
-2
-33% -$48 ﹤0.01% 4306
2026
Q1 		$141 Buy
6
+2
+50% +$47 ﹤0.01% 4234
2025
Q4 		$94 Sell
4
-4
-50% -$91 ﹤0.01% 4112
2025
Q3 		$187 Sell
8
-3
-27% -$76 ﹤0.01% 4118
2025
Q2 		$292 Buy
11
+7
+175% +$173 ﹤0.01% 4005
2025
Q1 		$83 Buy
+4
New +$96 ﹤0.01% 3854

Other funds holding CIX

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

EverSource Wealth Advisors's CIX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Comp X International (CIX) stake by 33% in Q2 2026, selling an estimated $48 and leaving 4 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

EverSource Wealth Advisors first reported a position in CIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $292 in Q2 2025. 8 funds tracked by Wall St. Rank hold CIX as of Q2 2026.

  • EverSource Wealth Advisors held 4 shares of Comp X International worth $100 as of Q2 2026.
  • EverSource Wealth Advisors sold 2 Comp X International shares in Q2 2026, an estimated $48.
  • Comp X International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4306 holding.
  • EverSource Wealth Advisors first reported a position in Comp X International in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Comp X International position peaked at $292 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Comp X International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.