CXDO — CREXENDO INC

Ownership history in CreativeOne Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in CREXENDO INC (CXDO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 21,225 +7,225 +51.6% 0.00% $138K $6.50
2025 Q2 INITIATED 14,000 — — 0.00% $85K $6.07
% of Fund (quarterly)    CXDO price (monthly, adj. close)

Other funds also holding CXDO

As of 2025 Q4 — sorted by position size

PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 1.0% BARD ASSOCIATES INC 3Y 7Y 1.0% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.72% Legato Capital Management LLC 3Y 7Y 0.13% Pembroke Management, LTD 3Y 7Y 0.13% GLOBEFLEX CAPITAL L P 3Y 7Y 0.13% MidFirst Bank 0.1% Informed Momentum Co LLC 3Y 7Y 0.08% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.04% ARS Investment Partners, LLC 3Y 7Y 0.02%
← Back to CreativeOne Wealth, LLC Holdings