PFS
CXDO icon

Prospera Financial Services’s Crexendo CXDO Stock Holding History

Prospera Financial Services’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 		$510K Buy
68,300
+2,800
+4% +$21.9K 0.01% 1033
2026
Q1 		$404K Buy
65,500
+6,580
+11% +$43.2K 0.01% 1088
2025
Q4 		$381K Buy
58,920
+30,145
+105% +$197K 0.01% 1039
2025
Q3 		$187K Buy
28,775
+9,375
+48% +$58.1K ﹤0.01% 1299
2025
Q2 		$118K Buy
+19,400
New +$101K ﹤0.01% 1276
2024
Q3 		– Sell
-10,000
Closed -$31.4K – 1135
2024
Q2 		$31.4K Buy
+10,000
New +$38.9K ﹤0.01% 1123

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return