AWM
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Activest Wealth Management’s XWELL XWEL Stock Holding History

Activest Wealth Management’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52 Hold
50
– – ﹤0.01% 1290
2026
Q1 		$58 Hold
50
– – ﹤0.01% 1177
2025
Q4 		$23 Hold
50
– – ﹤0.01% 1102
2025
Q3 		$50 Hold
50
– – ﹤0.01% 1086
2025
Q2 		$46 Hold
50
– – ﹤0.01% 999
2025
Q1 		$51 Hold
50
– – ﹤0.01% 993
2024
Q4 		$76 Hold
50
– – ﹤0.01% 715
2024
Q3 		$87 Hold
50
– – ﹤0.01% 528
2024
Q2 		$90 Buy
+50
New +$85 ﹤0.01% 497

Other funds holding XWEL

WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's XWEL Position: Q2 2026 in Review

Activest Wealth Management held its XWELL (XWEL) position steady in Q2 2026 at 50 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Activest Wealth Management first reported a position in XWEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $90 in Q2 2024. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Activest Wealth Management held 50 shares of XWELL worth $52 as of Q2 2026.
  • Activest Wealth Management left its XWELL share count unchanged in Q2 2026.
  • XWELL made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1290 holding.
  • Activest Wealth Management first reported a position in XWELL in Q2 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's XWELL position peaked at $90 in Q2 2024.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.