Asset Planning Inc’s Xponential Fitness XPOF Stock Holding History

Asset Planning Inc’s Portfolio XPOF Stock Details XPOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8K	Sell	2,280 -3,000	-57%	-$19K	0.01%	231
2026 Q1	$31.8K	Hold	5,280	–	–	0.02%	177
2025 Q4	$43.5K	Hold	5,280	–	–	0.03%	156
2025 Q3	$41.1K	Hold	5,280	–	–	0.03%	159
2025 Q2	$39.5K	Hold	5,280	–	–	0.03%	164
2025 Q1	$44K	Hold	5,280	–	–	0.03%	154
2024 Q4	$71K	Buy	+5,280	New	+$72.6K	0.05%	124

Other funds holding XPOF

DBA Trading Fort Lauderdale, Florida $199M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Asset Planning Inc's XPOF Position: Q2 2026 in Review

Asset Planning Inc reduced its Xponential Fitness (XPOF) stake by 57% in Q2 2026, selling an estimated $19K and leaving 2,280 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #231.

Asset Planning Inc first reported a position in XPOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $71K in Q4 2024. 14 funds tracked by Wall St. Rank hold XPOF as of Q2 2026.

Asset Planning Inc held 2,280 shares of Xponential Fitness worth $15.8K as of Q2 2026.
Asset Planning Inc sold 3,000 Xponential Fitness shares in Q2 2026, an estimated $19K.
Xponential Fitness made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #231 holding.
Asset Planning Inc first reported a position in Xponential Fitness in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Xponential Fitness position peaked at $71K in Q4 2024.
14 funds tracked by Wall St. Rank held Xponential Fitness as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.