IFP Advisors’s CXApp CXAI Stock Holding History

IFP Advisors’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$129	Buy	948 +929	+4,889%	+$4.8K	﹤0.01%	4945
2026 Q2	$173	Buy	+19	New	+$175	﹤0.01%	4874

Other funds holding CXAI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

IFP Advisors's CXAI Position: Q3 2026 in Review

IFP Advisors increased its CXApp (CXAI) stake by 4,889% in Q3 2026, buying an estimated $4.8K and bringing the position to 948 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #4945.

IFP Advisors first reported a position in CXAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $173 in Q2 2026. 6 funds tracked by Wall St. Rank hold CXAI as of Q3 2026.

IFP Advisors held 948 shares of CXApp worth $129 as of Q3 2026.
IFP Advisors bought 929 CXApp shares in Q3 2026, an estimated $4.8K.
CXApp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4945 holding.
IFP Advisors first reported a position in CXApp in Q2 2026 and has held it in 2 quarters since.
IFP Advisors's CXApp position peaked at $173 in Q2 2026.
6 funds tracked by Wall St. Rank held CXApp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.