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
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 $3.65B 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
EW
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MAI Capital Management's XCOR Position: Q1 2026 in Review

MAI Capital Management held its FundX ETF (XCOR) position steady in Q1 2026 at 1,439 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

MAI Capital Management first reported a position in XCOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $225K in Q3 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • MAI Capital Management held 1,439 shares of FundX ETF worth $110K as of Q1 2026.
  • MAI Capital Management left its FundX ETF share count unchanged in Q1 2026.
  • FundX ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1776 holding.
  • MAI Capital Management first reported a position in FundX ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's FundX ETF position peaked at $225K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.