TWD
CXDO icon

True Wealth Design’s Crexendo CXDO Stock Holding History

True Wealth Design’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 		$165 Sell
22
-30
-58% -$235 ﹤0.01% 2482
2026
Q1 		$321 Buy
52
+50
+2,500% +$328 ﹤0.01% 2202
2025
Q4 		$13 Buy
+2
New +$13 ﹤0.01% 2508

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

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

True Wealth Design reduced its Crexendo (CXDO) stake by 58% in Q2 2026, selling an estimated $235 and leaving 22 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

True Wealth Design first reported a position in CXDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $321 in Q1 2026. 8 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • True Wealth Design held 22 shares of Crexendo worth $165 as of Q2 2026.
  • True Wealth Design sold 30 Crexendo shares in Q2 2026, an estimated $235.
  • Crexendo made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2482 holding.
  • True Wealth Design first reported a position in Crexendo in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Crexendo position peaked at $321 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

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