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AIMZ Investment Advisors’s FundX ETF XCOR Stock Holding History

AIMZ Investment Advisors’s Portfolio XCOR Stock Details XCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
3,084
-175
-5% -$15.1K 0.08% 130
2026
Q1 		$250K Hold
3,259
– – 0.08% 130
2025
Q4 		$262K Hold
3,259
– – 0.07% 124
2025
Q3 		$255K Hold
3,259
– – 0.08% 116
2025
Q2 		$238K Hold
3,259
– – 0.08% 115
2025
Q1 		$213K Hold
3,259
– – 0.07% 121
2024
Q4 		$234K Hold
3,259
– – 0.08% 116
2024
Q3 		$221K Hold
3,259
– – 0.08% 117
2024
Q2 		$216K Hold
3,259
– – 0.08% 112
2024
Q1 		$200K Buy
+3,259
New +$192K 0.07% 118

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMZ Investment Advisors's XCOR Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its FundX ETF (XCOR) stake by 5.4% in Q2 2026, selling an estimated $15.1K and leaving 3,084 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #130.

AIMZ Investment Advisors first reported a position in XCOR in Q1 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

  • AIMZ Investment Advisors held 3,084 shares of FundX ETF worth $279K as of Q2 2026.
  • AIMZ Investment Advisors sold 175 FundX ETF shares in Q2 2026, an estimated $15.1K.
  • FundX ETF made up 0.08% of AIMZ Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • AIMZ Investment Advisors first reported a position in FundX ETF in Q1 2024 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.