Next Level Wealth Planning’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

Next Level Wealth Planning’s Portfolio XRXDW Stock Details XRXDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1	Buy	+2	New	+$1	﹤0.01%	519

Other funds holding XRXDW

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Next Level Wealth Planning's XRXDW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Xerox Holdings Corp Warrants (XRXDW) in Q3 2026: 2 shares worth $1. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings.

63 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

Next Level Wealth Planning held 2 shares of Xerox Holdings Corp Warrants worth $1 as of Q3 2026.
Xerox Holdings Corp Warrants was a new Next Level Wealth Planning position in Q3 2026.
Xerox Holdings Corp Warrants made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #519 holding.
63 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.