SOA Wealth Advisors’s CXApp CXAI Stock Holding History

SOA Wealth Advisors’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1	Hold	3	–	–	﹤0.01%	891
2026 Q1	$1	Hold	3	–	–	﹤0.01%	867
2025 Q4	$1	Hold	3	–	–	﹤0.01%	869
2025 Q3	$2	Hold	3	–	–	﹤0.01%	892
2025 Q2	$3	Sell	3 -3	-50%	-$3	﹤0.01%	878
2025 Q1	$5	Sell	6 -700	-99%	-$987	﹤0.01%	880
2024 Q4	$1.28K	Sell	706 -1,551	-69%	-$2.48K	﹤0.01%	718
2024 Q3	$3.79K	Hold	2,257	–	–	﹤0.01%	625
2024 Q2	$4.56K	Sell	2,257 -3,540	-61%	-$11.7K	﹤0.01%	615
2024 Q1	$14.2K	Hold	5,797	–	–	﹤0.01%	490
2023 Q4	$7.48K	Sell	5,797 -284	-5%	-$404	﹤0.01%	559
2023 Q3	$11K	Buy	+6,081	New	+$32.9K	﹤0.01%	509

Other funds holding CXAI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SOA Wealth Advisors's CXAI Position: Q2 2026 in Review

SOA Wealth Advisors held its CXApp (CXAI) position steady in Q2 2026 at 3 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #891.

SOA Wealth Advisors first reported a position in CXAI in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.2K in Q1 2024. 3 funds tracked by Wall St. Rank hold CXAI as of Q2 2026.

SOA Wealth Advisors held 3 shares of CXApp worth $1 as of Q2 2026.
SOA Wealth Advisors left its CXApp share count unchanged in Q2 2026.
CXApp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #891 holding.
SOA Wealth Advisors first reported a position in CXApp in Q3 2023 and has held it in 12 quarters since.
SOA Wealth Advisors's CXApp position peaked at $14.2K in Q1 2024.
3 funds tracked by Wall St. Rank held CXApp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.