CX Institutional
- SEC CIK
- 0001737089
- Latest filing
- Oct 2, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 2, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 1,172
- +804 vs. Q1 2022
- Portfolio value
- $1.32B
- +$76.0M (+6.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DBLDoubleLine Opportunistic Credit Fund | COM | 1,068 | $17.0K | <0.1% | +1,068 | New | History |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 220 | $17.0K | <0.1% | +220 | New | – |
| HSTHost Hotels & Resorts, Inc. | COM | 1,058 | $17.0K | <0.1% | +1,058 | New | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 3,010 | $17.0K | <0.1% | +3,010 | New | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 242 | $18.0K | <0.1% | +242 | New | – |
| MGMMGM Resorts International | Stock | 617 | $18.0K | <0.1% | +617 | New | History |
| PAYCPaycom Software, Inc. | Stock | 65 | $18.0K | <0.1% | +65 | New | History |
| CBSHCommerce Bancshares Inc | Stock | 269 | $18.0K | <0.1% | +269 | New | History |
| MKTXMarketaxess Holdings Inc | COM | 72 | $18.0K | <0.1% | +72 | New | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 1,691 | $18.0K | <0.1% | +1,691 | New | History |
| PNWPinnacle West Capital Corp | COM | 240 | $18.0K | <0.1% | +240 | New | History |
| DPZDominos Pizza Inc | COM | 47 | $18.0K | <0.1% | +47 | New | History |
| TPRTapestry, Inc. | COM | 602 | $18.0K | <0.1% | +602 | New | History |
| COOCooper Companies, Inc. | COM NEW | 58 | $18.0K | <0.1% | +58 | New | History |
| IPGInterpublic Group of Companies, Inc. | COM | 657 | $18.0K | <0.1% | +657 | New | History |
| APTVAptiv PLC | SHS | 198 | $18.0K | <0.1% | +198 | New | History |
| ALCAlcon Inc | Stock | 275 | $19.0K | <0.1% | +275 | New | History |
| BIIBBiogen Inc. | COM | 93 | $19.0K | <0.1% | +93 | New | History |
| REGRegency Centers Corp | COM | 324 | $19.0K | <0.1% | +324 | New | History |
| WYNNWynn Resorts Ltd | COM | 325 | $19.0K | <0.1% | +325 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,920 | $19.0K | <0.1% | +1,920 | New | History |
| PDIPIMCO Dynamic Income Fund | SHS | 928 | $19.0K | <0.1% | +928 | New | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,760 | $19.0K | <0.1% | +1,760 | New | History |
| INVHInvitation Homes Inc. | COM | 548 | $19.0K | <0.1% | +548 | New | History |
| NLSNNielsen Holdings plc | SHS EUR | 836 | $19.0K | <0.1% | +836 | New | History |
| PPGPPG Industries Inc | Stock | 173 | $20.0K | <0.1% | +173 | New | History |
| GENGen Digital Inc. | Stock | 930 | $20.0K | <0.1% | +930 | New | History |
| GGGGraco Inc | COM | 337 | $20.0K | <0.1% | +337 | New | History |
| FMCFMC Corp | COM NEW | 190 | $20.0K | <0.1% | +190 | New | History |
| BENFranklin Templeton Inc | COM | 876 | $20.0K | <0.1% | +876 | New | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 2,146 | $20.0K | <0.1% | +2,146 | New | History |
| FTSFortis Inc. | COM | 413 | $20.0K | <0.1% | +413 | New | History |
| iShares Inc464286632 | MSCI ISRAEL ETF | 343 | $20.0K | <0.1% | +343 | New | – |
| AOSSmith A O Corp | COM | 364 | $20.0K | <0.1% | +364 | New | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 376 | $21.0K | <0.1% | +376 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 124 | $21.0K | <0.1% | +124 | New | History |
| CPTCamden Property Trust | REIT | 156 | $21.0K | <0.1% | +156 | New | History |
| SBRSabine Royalty Trust | UNIT BEN INT | 339 | $21.0K | <0.1% | +339 | New | History |
| APPSDigital Turbine, Inc. | COM NEW | 1,185 | $21.0K | <0.1% | +1,185 | New | History |
| CGOCalamos Global Total Return Fund | COM SH BEN INT | 2,019 | $21.0K | <0.1% | +2,019 | New | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 432 | $21.0K | <0.1% | +432 | New | History |
| ALGNAlign Technology Inc | COM | 88 | $21.0K | <0.1% | +88 | New | History |
| JNPRJuniper Networks Inc | COM | 744 | $21.0K | <0.1% | +744 | New | History |
| THSTreeHouse Foods, Inc. | COM | 493 | $21.0K | <0.1% | +493 | New | History |
| LCIILci Industries | COM | 200 | $22.0K | <0.1% | +200 | New | History |
| Vanguard World FD921910733 | ESG US STK ETF | 324 | $22.0K | <0.1% | +324 | New | – |
| WWayfair Inc. | CL A | 500 | $22.0K | <0.1% | +500 | New | History |
| HSICHenry Schein Inc | COM | 292 | $22.0K | <0.1% | +292 | New | History |
| ROSTRoss Stores, Inc. | COM | 310 | $22.0K | <0.1% | +310 | New | History |
| UDRUDR, Inc. | COM | 481 | $22.0K | <0.1% | +481 | New | History |
| iShares Tr46434V449 | MSCI INTL MOMENT | 754 | $22.0K | <0.1% | +754 | New | – |
| FLNAFilana Therapeutics, Inc. | COM | 800 | $22.0K | <0.1% | +800 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 286 | $23.0K | <0.1% | +286 | New | History |
| DCIDonaldson Co Inc | Stock | 480 | $23.0K | <0.1% | +480 | New | History |
| CECelanese Corp | Stock | 193 | $23.0K | <0.1% | +193 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 119 | $23.0K | <0.1% | +119 | New | History |
| KEYKeycorp | COM | 1,361 | $23.0K | <0.1% | +1,361 | New | History |
| TXTTextron Inc | COM | 373 | $23.0K | <0.1% | +373 | New | History |
| RFRegions Financial Corp | COM | 1,242 | $23.0K | <0.1% | +1,242 | New | History |
| RIORio Tinto PLC | ADR | 400 | $24.0K | <0.1% | +400 | New | History |
| iShares Tr46435U366 | SELF DRIVNG EV | 664 | $24.0K | <0.1% | +664 | New | – |
| IEXIdex Corp | COM | 130 | $24.0K | <0.1% | +130 | New | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 1,135 | $24.0K | <0.1% | +1,135 | New | – |
| NINisource Inc. | COM | 822 | $24.0K | <0.1% | +822 | New | History |
| CFRCullen/Frost Bankers, Inc. | COM | 203 | $24.0K | <0.1% | +203 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 338 | $24.0K | <0.1% | +338 | New | History |
| CSIICardiovascular Systems Inc | COM | 1,666 | $24.0K | <0.1% | +1,666 | New | History |
| CMAComerica Inc | COM | 330 | $24.0K | <0.1% | +330 | New | History |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 358 | $24.0K | <0.1% | +358 | New | – |
| SIVBSVB Financial Group | COM | 60 | $24.0K | <0.1% | +60 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 631 | $25.0K | <0.1% | +631 | New | – |
| NWLNewell Brands Inc. | Stock | 1,292 | $25.0K | <0.1% | +1,292 | New | History |
| OSKOshkosh Corp | COM | 300 | $25.0K | <0.1% | +300 | New | History |
| AVYAvery Dennison Corp | COM | 154 | $25.0K | <0.1% | +154 | New | History |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 1,933 | $25.0K | <0.1% | +1,933 | New | History |
| NDSNNordson Corp | COM | 125 | $25.0K | <0.1% | +125 | New | History |
| NADNuveen Quality Municipal Income Fund | COM | 1,993 | $25.0K | <0.1% | +1,993 | New | History |
| AESAES Corp | Stock | 1,221 | $26.0K | <0.1% | +1,221 | New | History |
| BGRBlackRock Energy & Resources Trust | COM | 2,398 | $26.0K | <0.1% | +2,398 | New | History |
| HEQJohn Hancock Diversified Income Fund | COM | 2,174 | $26.0K | <0.1% | +2,174 | New | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 2,274 | $26.0K | <0.1% | +2,274 | New | History |
| OZKBank OZK | COM | 700 | $26.0K | <0.1% | +700 | New | History |
| TTETotalEnergies SE | SPONSORED ADS | 500 | $26.0K | <0.1% | +500 | New | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 1,157 | $26.0K | <0.1% | +1,157 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 328 | $27.0K | <0.1% | +328 | New | History |
| PIIPolaris Inc. | Stock | 276 | $27.0K | <0.1% | +276 | New | History |
| WYWeyerhaeuser Co | COM NEW | 806 | $27.0K | <0.1% | +806 | New | History |
| ALLEAllegion plc | ORD SHS | 279 | $27.0K | <0.1% | +279 | New | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 639 | $27.0K | <0.1% | +639 | New | – |
| RVPRetractable Technologies Inc | COM | 7,000 | $27.0K | <0.1% | +7,000 | New | History |
| AIZAssurant, Inc. | Stock | 163 | $28.0K | <0.1% | +163 | New | History |
| ASMLASML Holding NV | ADR | 59 | $28.0K | <0.1% | +59 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 398 | $28.0K | <0.1% | +398 | New | History |
| UBERUber Technologies, Inc | Stock | 1,360 | $28.0K | <0.1% | +1,360 | New | History |
| AKAMAkamai Technologies Inc | COM | 311 | $28.0K | <0.1% | +311 | New | History |
| WSTWest Pharmaceutical Services Inc | COM | 94 | $28.0K | <0.1% | +94 | New | History |
| CNSLConsolidated Communications Holdings, Inc. | COM | 4,000 | $28.0K | <0.1% | +4,000 | New | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,346 | $29.0K | <0.1% | +1,346 | New | – |
| PLTRPalantir Technologies Inc. | Stock | 3,205 | $29.0K | <0.1% | +3,205 | New | History |
| DOUGDouglas Elliman Inc. | COM | 6,051 | $29.0K | <0.1% | +6,051 | New | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.