Cx Institutional's Recent Activity: Focus on ETFs and Technology Stocks

As of the end of the third quarter of 2026, Cx Institutional has demonstrated notable buying and selling activity across its portfolio. The investor's focus appears to be on specific sectors and instruments, with Technology and ETFs playing prominent roles.

**Major Purchases:** Cx Institutional has significantly increased its holdings in several areas. The most substantial purchase this quarter was in the State Street ETF/USA (SPTS), where the allocation jumped to 3.79% of the portfolio. This was achieved through a massive increase in shares, rising by 487,6683 units, representing an astronomical 243,468.95% change from the previous period. Another large ETF purchase was iShares ETFs/USA (SUB), with an allocation increase to 1.7%, resulting from a significant share increase of 478,996 units. State Street ETF/USA (SPTI) also saw a considerable boost, adding 458,825 shares to reach a 1.71% allocation. Furthermore, the investor bought iShares ETFs/USA (SGOV), adding 85,768 shares to its 5.27% allocation, and iShares ETFs/USA (IEFA), increasing its position by 44,362 shares to 2.38%. Lastly, a Technology stock, NVIDIA CORP (NVDA), was added with a significant share increase of 180,495 units, bringing its allocation to 3.05%.

**Minor Purchases:** Beyond the large acquisitions, Cx Institutional also made smaller additions. These include State Street ETF/USA (SHM), adding a modest 101,5896 shares (though this resulted in a negative percentage change, it's listed here due to being part of the changed_holdings data provided). Other minor buys are Vanguard ETF/USA (VO) at 0.01%, State Street ETF/USA (SPBO) at 1.03%, Vontier Corp (VNT) at 0.3%, and iShares ETFs/USA (IVE) at 1.33%. The investor also added Vanguard ETF/USA (BNDX) at 1.05% and continued positions in individual stocks like GAP INC/THE (GAP) and UPBOUND GROUP IN (UPBD), though these additions were relatively small compared to the ETF purchases.

**Major Sales:** The investor also divested from some significant holdings during the quarter. The largest sale was from a large-cap stock, APPLE INC (AAPL), where the allocation decreased from 2.49% to 3.79% (a reduction of 0.7% points, though the data shows a change in shares, not allocation percentage directly). Another major sale was from MICROSOFT CORP (MSFT), reducing its allocation from 1.68% to 3.79% (a drop of 0.23% points). The investor also sold out of FORD MOTOR CO (F), reducing its allocation from 0.23% to 3.79% (effectively exiting the position). Additionally, the investor sold shares of VONTIER CORP (VNT) and exited positions in other ETFs like iShares ETFs/USA (SHM), State Street ETF/USA (SPMB), and iShares ETFs/USA (SHY).

**Minor Sales/Exits:** Alongside major sales, Cx Institutional also made smaller reductions or exited minor positions. These include holdings in GAP INC/THE (GAP), HP INC (HPQ), and YELP INC (YELP). The investor also sold out of other ETFs like Vanguard ETF/USA (VO) and iShares ETFs/USA (SGOV), though these were minor exits.

In summary, Cx Institutional's recent activity suggests a continued interest in Technology stocks (NVIDIA, Microsoft, Apple) and a strong preference for ETFs, particularly those offered by iShares and State Street. The investor has significantly increased positions in several ETFs and added a notable Technology stock, while reducing exposure to some large-cap individual stocks and exiting certain ETF positions.