CX Institutional Buys American Century Diversified Municipal Bond ETF, Financial Select Sector SPDR, Materials Select Sector SPDR, Sells iShares National Muni Bond ETF, Consumer Staples Select Sector SPDR, Health Care Select Sector SPDR

• New Purchases: TAXF, AON, FNF, EWJ, IGIB, FCVT, GE, FSK, LUMN, VDE, RVP, JMUB, JAAA, VSCO, AIV, UA, GXO, DFAX, STX, FXR, IAU, IWB, QQQ, SCHA, VCIT, VOX, XLG, PFO, APA, AZN, BBWI, NOV, ES, PENN, SLG, SBR, PCM, LYFT, BLE, BHK, PCN, EVT, ETV, CGO, CZR, COLD, MRNA,
• Added Positions: XLF, XLB, XLI, VUG, BSV, SHM, XLU, XLE, XLRE, GBIL, IUSG, GSLC, SPTS, XHB, ITA, KIE, REM, NEE, MBB, BAX, LOW, MCD, MSI, PNC, VMC, CFG, AGG, MO, AME, VIAC, CSX, KO, CMCSA, MDLZ, ANTM, SPEM, SPTI, HON, NSC, UPS, SHY, DON, EWD, IWF, LVHD, MGK, SCHV, IYLD, IYR, MDIV, SCHH, VBK, FLOT, DLN, IGHG, SPYG, VOT, SDY, IWM, BIL, GSEW, IHAK, SPIB, SPLG, ABT, AMZN, ADI, STZ, XOM, JNJ, LGND, PG, STRA, TSN, WDC, EFA, GIGB, HYG, IGF, IUSV, IVE, IWD, LQD, SCHB, VEA, CB, PLD, T, ABMD, ACN, RAMP, AMD, AFL, A, ALK, ARE, LNT, ALL, HES, AEE, AIG, AMT, AMP, APH, IVZ, ANSS, ADM, AIZ, ADSK, ADP, AVB, AVY, TFC, BP, BLL, BK, BDX, BA, BXP, BSX, CBRE, CF, CHRW, CVS, CTRA, CDNS, CPB, COF, KMX, CCL, CE, CNC, SCHW, CVX, CHD, CINF, CTAS, CSCO, C, TPR, CTSH, CMA, DXC, ED, COO, CPRT, GLW, CCI, DHI, XRAY, DTE, DHR, DE, DVN, DXCM, DLR, DISCA, D, DPZ, DUK, DRE, EOG, ETN, DISH, ECL, EIX, EW, ETR, EQR, ESS, EL, RE, EXC, EXPE, EXR, FFIV, FMC, FRT, FE, FISV, F, BEN, FCX, GRMN, GIS, GPC, GILD, GPN, HAE, HAL, MNST, LHX, HIG, HAS, PEAK, WELL, HSIC, HPQ, HOLX, HRL, HST, IBM, INFO, ITW, ILMN, INTC, ICE, IP, INTU, ISRG, IRM, JBHT, JKHY, J, JCI, JNPR, KLAC, KSU, KEY, KMB, KIM, LKQ, LH, LEN, LNC, LYV, MTB, MGM, MRO, MAR, MLM, MKC, MCK, MDT, MET, MCHP, MU, MHK, TAP, MPWR, NRG, NFLX, NEM, NKE, JWN, NTRS, NUE, ODFL, OMC, OKE, PPL, PH, PAYX, PBCT, PVH, PXD, LIN, PFG, PGR, PRU, PEG, PSA, QCOM, PWR, RPM, O, REG, RF, WRK, ROL, ROP, RCL, SBAC, SIVB, CRM, SLB, SRE, SPG, SWKS, SNA, SO, LUV, TRV, SWK, SBUX, STT, STLD, SYK, NLOK, SNPS, SYY, TROW, TJX, TGT, TDY, TFX, TER, TXT, TMO, TRMB, UAL, USB, UAA, URI, RTX, UHS, VLO, VTR, VRSN, VSAT, VNO, WRB, WAB, WBA, WAT, WFC, WST, WY, WHR, WMB, WLTW, WEC, XLNX, YUM, ZBH, ZION, EBAY, L, RCS, HPI, UTG, CII, EBS, BR, DAL, DFS, TEL, AWK, ULTA, MSCI, V, PM, TREE, AVGO, FTNT, VRSK, GNRC, TSLA, NXPI, GM, FRC, NLSN, KMI, HCA, MOS, MPC, APTV, BUI, TRIP, ENPH, PNR, FANG, NCLH, ICLR, DSL, IQV, IVH, CDW, NWS, NWSA, RNG, TWTR, HLT, AAL, PAYC, ANET, CTLT, SYF, KEYS, ETSY, KHC, FTV, HWM, IR, BKR, SAIL, FOXA, FOX, CTVA, CARR, OTIS, VNT, DTM, AOM, DVY, EFNL, ESGV, ICLN, IXP, IYC, MGC, NFRA, NUBD, PAVE, PBW, QCLN, SIL, TAN, VFH, VHT,
• Reduced Positions: MUB, XLP, XLV, ITM, XLK, MLN, ACIM, XLC, XLY, TFI, COST, NVDA, IVV, IHF, VAW, VDC, XPH, FAST, MCO, POOL, CBOE, MTUM, ORLY, ZTS, IEX, K, KR, PEP, SHW, TSCO, DDOG, CAG, TXN, HII, CLX, CTXS, PFE, ERUS, INDA, DEM, SPLV, VV, BNDX, URTH, EVRG, IDV, VBR, VOE, PRG, JPST, NDAQ, NTAP, FV, ZM, NET, PTON, AAXJ, BUZZ, IWC, MDYG, SPYV, VWO, AAP, AMGN, AMAT, FIS, CI, FDX, SPGI, MSFT, ORCL, VRTX, TMUS, FB, PYPL, TWLO, AVLR, U, AOA, EIS, ENOR, EWC, EWG, EWI, EWN, EWQ, GNR, HEFA, IGV, IJH, IMTM, IYT, MOO, NANR, SCHG, SOXX, SPTM, VCR, VGT, WOOD, AOS, AES, ATVI, ADBE, AKAM, ALGN, AEP, ABC, NLY, AIRC, AJG, ATO, AZO, BAC, BIIB, BLK, BMY, CMS, CP, CAH, CAT, CNP, CERN, CME, CMI, DRI, DVA, DLTR, DD, LCII, EMN, EA, EXPD, FITB, FLS, FL, IT, GS, HDB, HOG, HUM, HBAN, IDXX, INCY, IFF, IPG, SJM, JPM, LVS, LEG, MGA, MKTX, MMC, MTD, MAA, MS, VTRS, NI, OXY, PCAR, PPG, PKG, PTC, PRGO, PNW, BKNG, PHM, REGN, RSG, ROST, STE, TSM, TTWO, GL, UNP, UNM, VOD, GWW, WM, XEL, XRX, ZBRA, ASMLF, CMG, TDG, WU, LDOS, IPGP, ACM, G, FTI, DISCK, DG, CHTR, RFP, PSX, ABBV, CONE, COTY, GOOG, QRVO, SHOP, RUN, FLOW, HPE, LW, ALC, AMCR, SQFT, OGN, AGGY, AOK, CVY, DWX, EDEN, EFG, ENZL, EWA, EWH, EWK, EWU, EWZ, FIW, FTLS, FXD, FXL, GDX, IAGG, IEF, IHDG, INKM, IVLU, IWR, IYF, IYH, IYJ, IYK, IYW, IYZ, NULG, NUMV, NUSC, PGAL, QQQJ, QUAL, REZ, RSP, SMMV, SPMD, SPSM, TIPX, TOTL, VIS, VNQ, WTMF, XRT, XSLV,
• Sold Out: ROKU, QDEL, BF.B, ALXN, CRSR, CHGG, PINS, VRM, LMND, RKT, OSH, FLT, SKLZ, WOOF, COIN, APP, VPU, WIX, LPLA, BAH, STLA, RGA, 847, SPXC, MXIM, KNX, EXAS, DECK, ACC,

For the details of CX Institutional's stock buys and sells, go to https://www.gurufocus.com/guru/cx+institutional/current-portfolio/portfolio

1. SPDR Portfolio Intermediate Term Treasury ETF (SPTI) - 1,459,349 shares, 3.85% of the total portfolio. Shares added by 3.31%
2. iShares Core S&P 500 ETF (IVV) - 102,233 shares, 3.60% of the total portfolio. Shares reduced by 5.15%
3. Vanguard Mid-Cap ETF (VO) - 178,434 shares, 3.45% of the total portfolio. Shares added by 0.38%
4. Vanguard Total International Bond ETF (BNDX) - 493,277 shares, 2.30% of the total portfolio. Shares reduced by 3.1%
5. Vanguard Short-Term Bond ETF (BSV) - 339,504 shares, 2.27% of the total portfolio. Shares added by 16.32%

CX Institutional initiated holding in American Century Diversified Municipal Bond ETF. The purchase prices were between $54.99 and $55.66, with an estimated average price of $55.42. The stock is now traded at around $55.230000. The impact to a portfolio due to this purchase was 1.65%. The holding were 367,564 shares as of 2021-09-30.

CX Institutional initiated holding in Aon PLC. The purchase prices were between $226.79 and $299.17, with an estimated average price of $268.54. The stock is now traded at around $297.710000. The impact to a portfolio due to this purchase was 0.43%. The holding were 18,283 shares as of 2021-09-30.

CX Institutional initiated holding in Fidelity National Financial Inc. The purchase prices were between $42.21 and $49.06, with an estimated average price of $46.13. The stock is now traded at around $51.080000. The impact to a portfolio due to this purchase was 0.11%. The holding were 29,019 shares as of 2021-09-30.

CX Institutional initiated holding in iShares MSCI Japan ETF. The purchase prices were between $66.26 and $74.12, with an estimated average price of $69.25. The stock is now traded at around $68.680000. The impact to a portfolio due to this purchase was 0.09%. The holding were 15,110 shares as of 2021-09-30.

CX Institutional initiated holding in First Trust SSI Strategic Convertible Securities E. The purchase prices were between $48.87 and $52.06, with an estimated average price of $50.83. The stock is now traded at around $52.670000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,833 shares as of 2021-09-30.

CX Institutional initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $59.84 and $60.82, with an estimated average price of $60.4. The stock is now traded at around $59.650000. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,179 shares as of 2021-09-30.

CX Institutional added to a holding in Financial Select Sector SPDR by 1877.10%. The purchase prices were between $34.96 and $38.83, with an estimated average price of $37.28. The stock is now traded at around $39.940000. The impact to a portfolio due to this purchase was 0.61%. The holding were 209,830 shares as of 2021-09-30.

CX Institutional added to a holding in Industrial Select Sector SPDR by 1997.09%. The purchase prices were between $97.84 and $105.19, with an estimated average price of $102.44. The stock is now traded at around $106.440000. The impact to a portfolio due to this purchase was 0.58%. The holding were 76,376 shares as of 2021-09-30.

CX Institutional added to a holding in Materials Select Sector SPDR by 3760.54%. The purchase prices were between $79 and $86.13, with an estimated average price of $82.83. The stock is now traded at around $88.720000. The impact to a portfolio due to this purchase was 0.58%. The holding were 92,846 shares as of 2021-09-30.

CX Institutional added to a holding in Vanguard Growth ETF by 48.69%. The purchase prices were between $286.19 and $308.66, with an estimated average price of $298.29. The stock is now traded at around $315.370000. The impact to a portfolio due to this purchase was 0.4%. The holding were 51,815 shares as of 2021-09-30.

CX Institutional added to a holding in SPDR Nuveen Bloomberg Short Term Municipal Bond ET by 56.00%. The purchase prices were between $49.31 and $49.56, with an estimated average price of $49.46. The stock is now traded at around $49.280000. The impact to a portfolio due to this purchase was 0.32%. The holding were 216,844 shares as of 2021-09-30.

CX Institutional added to a holding in Utilities Select Sector SPDR ETF by 2297.44%. The purchase prices were between $63.44 and $69.54, with an estimated average price of $66.41. The stock is now traded at around $67.100000. The impact to a portfolio due to this purchase was 0.25%. The holding were 49,555 shares as of 2021-09-30.

CX Institutional sold out a holding in Roku Inc. The sale prices were between $302.92 and $479.5, with an estimated average price of $377.12.

CX Institutional sold out a holding in Quidel Corp. The sale prices were between $114.31 and $157.32, with an estimated average price of $134.41.

CX Institutional sold out a holding in . The sale prices were between $179.45 and $186.61, with an estimated average price of $183.84.

CX Institutional sold out a holding in Brown-Forman Corp. The sale prices were between $67.01 and $74.54, with an estimated average price of $70.83.

CX Institutional sold out a holding in Reinsurance Group of America Inc. The sale prices were between $105.75 and $121.73, with an estimated average price of $113.98.

CX Institutional sold out a holding in Wix.com Ltd. The sale prices were between $193.88 and $304.71, with an estimated average price of $248.11.