TWD
CIX icon

True Wealth Design’s Comp X International CIX Stock Holding History

True Wealth Design’s Portfolio CIX Stock Details CIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25 Hold
1
– – ﹤0.01% 2625
2026
Q1 		$24 Hold
1
– – ﹤0.01% 2631
2025
Q4 		$24 Hold
1
– – ﹤0.01% 2471
2025
Q3 		$24 Hold
1
– – ﹤0.01% 2647
2025
Q2 		$27 Hold
1
– – ﹤0.01% 2481
2025
Q1 		$21 Buy
+1
New +$24 ﹤0.01% 2577

Other funds holding CIX

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's CIX Position: Q2 2026 in Review

True Wealth Design held its Comp X International (CIX) position steady in Q2 2026 at 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

True Wealth Design first reported a position in CIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $27 in Q2 2025. 8 funds tracked by Wall St. Rank hold CIX as of Q2 2026.

  • True Wealth Design held 1 share of Comp X International worth $25 as of Q2 2026.
  • True Wealth Design left its Comp X International share count unchanged in Q2 2026.
  • Comp X International made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2625 holding.
  • True Wealth Design first reported a position in Comp X International in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Comp X International position peaked at $27 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Comp X International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.