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Independent Advisor Alliance’s Crexendo CXDO Stock Holding History

Independent Advisor Alliance’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,593
Closed -$166K – 1610
2025
Q4 		$166K Buy
25,593
+868
+4% +$5.68K ﹤0.01% 949
2025
Q3 		$161K Buy
24,725
+2,890
+13% +$17.9K ﹤0.01% 901
2025
Q2 		$133K Buy
+21,835
New +$114K ﹤0.01% 859

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Advisor Alliance's CXDO Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Crexendo (CXDO) in Q1 2026, closing a stake of 25,593 shares — an estimated $166K sold.

Independent Advisor Alliance first reported a position in CXDO in Q2 2025 and held it in 3 quarters. The position peaked at $166K in Q4 2025. 109 funds tracked by Wall St. Rank hold CXDO as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Crexendo position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 25,593 Crexendo shares in Q1 2026, an estimated $166K.
  • Independent Advisor Alliance first reported a position in Crexendo in Q2 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Crexendo position peaked at $166K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Crexendo as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.