Position in CXAI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$0
-$1 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Common Shares in CXAI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $2,695,459 across 22 Software - Application names. CXAI ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,635 | $868,409 | |
| 2 | SHOP |
Shopify Inc.
|
7,597 | $867,425 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
419 | $157,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,106 | $109,803 | |
| 5 | CRM |
Salesforce, Inc.
|
619 | $96,972 | |
| 6 | MSTR |
Strategy Inc
|
1,107 | $96,231 | |
| 7 | ADP |
Automatic Data Processing Inc
|
406 | $90,923 | |
| 8 | ADBE |
Adobe Inc.
|
426 | $87,338 |
All Filings in CXAI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1 | 3 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1 | 3 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2 | 3 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3 | 3 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5 | 6 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $25 | 706 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $75 | 2,257 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $91 | 2,257 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $284 | 5,797 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $149 | 5,797 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $220 | 6,081 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||