Creative Planning’s FundX ETF XCOR Stock Holding History

Creative Planning’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	$1.03M	Hold	13,490	–	–	﹤0.01%	2424
2025 Q4	$1.08M	Hold	13,490	–	–	﹤0.01%	2213
2025 Q3	$1.06M	Hold	13,490	–	–	﹤0.01%	2060
2025 Q2	$987K	Hold	13,490	–	–	﹤0.01%	1854
2025 Q1	$882K	Hold	13,490	–	–	﹤0.01%	1816
2024 Q4	$967K	Hold	13,490	–	–	﹤0.01%	1664
2024 Q3	$916K	Hold	13,490	–	–	﹤0.01%	1585
2024 Q2	$894K	Sell	13,490 -78	-0.6%	-$4.84K	﹤0.01%	1490
2024 Q1	$834K	Sell	13,568 -1,873	-12%	-$110K	﹤0.01%	1467
2023 Q4	$855K	Hold	15,441	–	–	﹤0.01%	1323
2023 Q3	$762K	Hold	15,441	–	–	﹤0.01%	1294
2023 Q2	$796K	Hold	15,441	–	–	﹤0.01%	1252
2023 Q1	$742K	Hold	15,441	–	–	﹤0.01%	1234
2022 Q4	$754K	Buy	+15,441	New	+$772K	﹤0.01%	1178

Other funds holding XCOR

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Creative Planning's XCOR Position: Q1 2026 in Review

Creative Planning held its FundX ETF (XCOR) position steady in Q1 2026 at 13,490 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Creative Planning first reported a position in XCOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

Creative Planning held 13,490 shares of FundX ETF worth $1.03M as of Q1 2026.
Creative Planning left its FundX ETF share count unchanged in Q1 2026.
FundX ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2424 holding.
Creative Planning first reported a position in FundX ETF in Q4 2022 and has held it in 14 quarters since.
Creative Planning's FundX ETF position peaked at $1.08M in Q4 2025.
13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.