CWM
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Copia Wealth Management’s Expion360 XPON Stock Holding History

Copia Wealth Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 532
2025
Q4 		– Hold
0
– – – 521
2025
Q3 		– Hold
0
– – – 472
2025
Q2 		– Hold
0
– – – 465
2025
Q1 		– Hold
0
– – – 451
2024
Q4 		– Hold
0
– – – 423

Other funds holding XPON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return