Annex Advisory Services’s Xometry XMTR Stock Holding History

Annex Advisory Services’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Sell	16,852 -7,286	-30%	-$521K	0.03%	171
2026 Q1	$986K	Buy	24,138 +14,559	+152%	+$774K	0.02%	187
2025 Q4	$570K	Buy	+9,579	New	+$540K	0.01%	237

Other funds holding XMTR

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Capelight Capital Asset Management New York $208M AUM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return