HWA
XCH

HHM Wealth Advisors’s XCHG Ltd XCH Stock Holding History

HHM Wealth Advisors’s Portfolio XCH Stock Details XCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-63,692
Closed -$82.2K – 898
2025
Q3 		$82.2K Hold
63,692
– – 0.01% 304
2025
Q2 		$85.3K Hold
63,692
– – 0.01% 298
2025
Q1 		$76.4K Hold
63,692
– – 0.01% 300
2024
Q4 		$129K Buy
+63,692
New +$1.01M 0.02% 232

Other funds holding XCH

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Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return