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 Q2	$435K	Hold	4,804	–	–	0.16%	134
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 $3.6B AUM 16.02% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AIA

AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Element Wealth's XCOR Position: Q2 2026 in Review

Element Wealth held its FundX ETF (XCOR) position steady in Q2 2026 at 4,804 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #134.

Element Wealth first reported a position in XCOR in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

Element Wealth held 4,804 shares of FundX ETF worth $435K as of Q2 2026.
Element Wealth left its FundX ETF share count unchanged in Q2 2026.
FundX ETF made up 0.16% of Element Wealth's portfolio in Q2 2026, its #134 holding.
Element Wealth first reported a position in FundX ETF in Q4 2025 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.