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Physician Wealth Advisors’s Sprinklr CXM Stock Holding History

Physician 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 		– Sell
-252
Closed -$1.51K – 2361
2026
Q1 		$1.51K Buy
+252
New +$1.56K ﹤0.01% 1472

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

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

Physician Wealth Advisors sold out of Sprinklr (CXM) in Q2 2026, closing a stake of 252 shares — an estimated $1.51K sold.

Physician Wealth Advisors first reported a position in CXM in Q1 2026 and held it in 1 quarter. The position peaked at $1.51K in Q1 2026. 25 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Sprinklr position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 252 Sprinklr shares in Q2 2026, an estimated $1.51K.
  • Physician Wealth Advisors first reported a position in Sprinklr in Q1 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Sprinklr position peaked at $1.51K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.