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shares owned by Rise Advisors

Quarter-by-quarter ownership of (CXDO) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in

Tip: Access up to 7 years of quarterly data

All positions including held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in by Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $565 87 6.51

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

Top funds holding

BlackRock
Essex Investment Management
Vanguard Group
Bard Associates
Acadian Asset Management
Creative Planning
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Susquehanna International
Legato Capital Management
Pembroke Management
Perkins Capital Management
State Street Corporation

View all funds holding