JWA
CXM icon

JFS Wealth Advisors’s Sprinklr CXM Stock Holding History

JFS Wealth Advisors’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238 Buy
+46
New +$245 ﹤0.01% 2117
2026
Q1 		– Sell
-8
Closed -$63 – 1906
2025
Q4 		$63 Buy
+8
New +$61 ﹤0.01% 1898

Other funds holding CXM

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

JFS Wealth Advisors's CXM Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Sprinklr (CXM) in Q2 2026: 46 shares worth $238. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CXM as recently as Q4 2025.

JFS Wealth Advisors first reported a position in CXM in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of Sprinklr worth $238 as of Q2 2026.
  • Sprinklr was a new JFS Wealth Advisors position in Q2 2026.
  • Sprinklr made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2117 holding.
  • JFS Wealth Advisors first reported a position in Sprinklr in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.