Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Crane NXT CXT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Buy
9,600
+1,922
+25% +$82K ﹤0.01% 2709
2026
Q1 		$309K Buy
7,678
+892
+13% +$43.3K ﹤0.01% 2742
2025
Q4 		$338K Buy
6,786
+23
+0.3% +$1.36K ﹤0.01% 2818
2025
Q3 		$456K Buy
6,763
+58
+0.9% +$3.46K ﹤0.01% 2435
2025
Q2 		$379K Buy
6,705
+154
+2% +$7.84K ﹤0.01% 2439
2025
Q1 		$337K Buy
6,551
+8
+0.1% +$469 ﹤0.01% 2357
2024
Q4 		$381K Buy
6,543
+2,074
+46% +$119K ﹤0.01% 2190
2024
Q3 		$251K Buy
4,469
+908
+25% +$52.7K ﹤0.01% 2301
2024
Q2 		$219K Buy
3,561
+138
+4% +$8.46K ﹤0.01% 2221
2024
Q1 		$212K Sell
3,423
-125
-4% -$7.33K ﹤0.01% 2159
2023
Q4 		$202K Sell
3,548
-77
-2% -$4.09K ﹤0.01% 2086
2023
Q3 		$201K Buy
+3,625
New +$210K ﹤0.01% 2003

Other funds holding CXT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return