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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
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 $3.65B AUM 15.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AIMZ Investment Advisors's XCOR Position: Q1 2026 in Review

AIMZ Investment Advisors held its FundX ETF (XCOR) position steady in Q1 2026 at 3,259 shares worth $250K. 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 9 quarters since. The position peaked at $262K in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • AIMZ Investment Advisors held 3,259 shares of FundX ETF worth $250K as of Q1 2026.
  • AIMZ Investment Advisors left its FundX ETF share count unchanged in Q1 2026.
  • FundX ETF made up 0.08% of AIMZ Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • AIMZ Investment Advisors first reported a position in FundX ETF in Q1 2024 and has held it in 9 quarters since.
  • AIMZ Investment Advisors's FundX ETF position peaked at $262K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.