AIP
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Alexis Investment Partners’s FundX ETF XCOR Stock Holding History

Alexis Investment Partners’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
2025
Q4 		– Sell
-2,000
Closed -$157K – 103
2025
Q3 		$157K Buy
+2,000
New +$151K 0.01% 44
2025
Q1 		– Sell
-2,000
Closed -$143K – 90
2024
Q4 		$143K Buy
+2,000
New +$142K 0.07% 44

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
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Alexis Investment Partners's XCOR Position: Q4 2025 in Review

Alexis Investment Partners sold out of FundX ETF (XCOR) in Q4 2025, closing a stake of 2,000 shares — an estimated $157K sold.

Alexis Investment Partners first reported a position in XCOR in Q4 2024 and held it in 2 quarters. The position peaked at $157K in Q3 2025. 12 funds tracked by Wall St. Rank hold XCOR as of Q4 2025.

  • Alexis Investment Partners reported no remaining FundX ETF position as of Q4 2025 after selling out during the quarter.
  • Alexis Investment Partners sold 2,000 FundX ETF shares in Q4 2025, an estimated $157K.
  • Alexis Investment Partners first reported a position in FundX ETF in Q4 2024 and held it in 2 quarters.
  • Alexis Investment Partners's FundX ETF position peaked at $157K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held FundX ETF as of Q4 2025.

Based on Alexis Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.