CoreCap Advisors’s EXL Service EXLS Stock Holding History

CoreCap Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.71K	Buy	+298	New	+$8.78K	﹤0.01%	2160
2025 Q3	–	Sell	-143	Closed	-$6.26K	–	2837
2025 Q2	$6.26K	Sell	143 -15,712	-99%	-$718K	﹤0.01%	2052
2025 Q1	$748K	Buy	+15,855	New	+$763K	0.03%	393
2022 Q4	$2.03K	Buy	+60	New	+$2.08K	﹤0.01%	1932
2022 Q3	–	Sell	-60	Closed	-$2K	–	1013
2022 Q2	$2K	Buy	+60	New	+$1.7K	﹤0.01%	1855
2022 Q1	–	Sell	-60	Closed	-$2K	–	1020
2021 Q4	$2K	Buy	+60	New	+$1.58K	﹤0.01%	1945

Other funds holding EXLS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return