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 Q3	–	Sell	-1	Closed	-$25	–	2627
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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's CIX Position: Q3 2026 in Review

True Wealth Design sold out of Comp X International (CIX) in Q3 2026, closing a stake of 1 share — an estimated $25 sold.

True Wealth Design first reported a position in CIX in Q1 2025 and held it in 6 quarters. The position peaked at $27 in Q2 2025. 3 funds tracked by Wall St. Rank hold CIX as of Q3 2026.

True Wealth Design reported no remaining Comp X International position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 1 Comp X International share in Q3 2026, an estimated $25.
True Wealth Design first reported a position in Comp X International in Q1 2025 and held it in 6 quarters.
True Wealth Design's Comp X International position peaked at $27 in Q2 2025.
3 funds tracked by Wall St. Rank held Comp X International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.