EW
XCOR icon

Element Wealth’s FundX ETF XCOR Stock Holding History

Element Wealth’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 		$368K Sell
4,804
-48
-1% -$3.84K 0.15% 137
2025
Q4 		$390K Buy
+4,852
New +$386K 0.16% 128

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Element Wealth's XCOR Position: Q1 2026 in Review

Element Wealth reduced its FundX ETF (XCOR) stake by 0.99% in Q1 2026, selling an estimated $3.84K and leaving 4,804 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #137.

Element Wealth first reported a position in XCOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $390K in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • Element Wealth held 4,804 shares of FundX ETF worth $368K as of Q1 2026.
  • Element Wealth sold 48 FundX ETF shares in Q1 2026, an estimated $3.84K.
  • FundX ETF made up 0.15% of Element Wealth's portfolio in Q1 2026, its #137 holding.
  • Element Wealth first reported a position in FundX ETF in Q4 2025 and has held it in 2 quarters since.
  • Element Wealth's FundX ETF position peaked at $390K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.