MCM
XCOR icon

MAI Capital Management’s FundX ETF XCOR Stock Holding History

MAI Capital Management’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 		– Sell
-1,439
Closed -$110K – 4744
2026
Q1 		$110K Hold
1,439
– – ﹤0.01% 1776
2025
Q4 		$116K Sell
1,439
-1,439
-50% -$114K ﹤0.01% 1568
2025
Q3 		$225K Hold
2,878
– – ﹤0.01% 1228
2025
Q2 		$211K Hold
2,878
– – ﹤0.01% 1155
2025
Q1 		$188K Hold
2,878
– – ﹤0.01% 1142
2024
Q4 		$206K Buy
+2,878
New +$204K ﹤0.01% 1134

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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 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

MAI Capital Management's XCOR Position: Q2 2026 in Review

MAI Capital Management sold out of FundX ETF (XCOR) in Q2 2026, closing a stake of 1,439 shares — an estimated $110K sold.

MAI Capital Management first reported a position in XCOR in Q4 2024 and held it in 6 quarters. The position peaked at $225K in Q3 2025. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

  • MAI Capital Management reported no remaining FundX ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,439 FundX ETF shares in Q2 2026, an estimated $110K.
  • MAI Capital Management first reported a position in FundX ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's FundX ETF position peaked at $225K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.