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Allworth Financial’s FundX ETF XCOR Stock Holding History

Allworth Financial’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 		$22.2K Hold
290
– – ﹤0.01% 2919
2025
Q4 		$23.3K Hold
290
– – ﹤0.01% 2707
2025
Q3 		$22.7K Hold
290
– – ﹤0.01% 2626
2025
Q2 		$21.2K Buy
+290
New +$19.6K ﹤0.01% 2479

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
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 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

Allworth Financial's XCOR Position: Q1 2026 in Review

Allworth Financial held its FundX ETF (XCOR) position steady in Q1 2026 at 290 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Allworth Financial first reported a position in XCOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.3K in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • Allworth Financial held 290 shares of FundX ETF worth $22.2K as of Q1 2026.
  • Allworth Financial left its FundX ETF share count unchanged in Q1 2026.
  • FundX ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2919 holding.
  • Allworth Financial first reported a position in FundX ETF in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's FundX ETF position peaked at $23.3K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.