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Integrated Wealth Concepts’s Crexendo CXDO Stock Holding History

Integrated Wealth Concepts’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
Q2 		$2.11K Buy
+283
New +$2.21K ﹤0.01% 5339

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Integrated Wealth Concepts's CXDO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Crexendo (CXDO) in Q2 2026: 283 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #5339 among its holdings.

127 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Integrated Wealth Concepts held 283 shares of Crexendo worth $2.11K as of Q2 2026.
  • Crexendo was a new Integrated Wealth Concepts position in Q2 2026.
  • Crexendo made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5339 holding.
  • 127 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.