Northwestern Mutual Wealth Management
XCOR icon

Northwestern Mutual Wealth Management’s FundX ETF XCOR Stock Holding History

Northwestern Mutual Wealth 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
2025
Q3 		– Sell
-266
Closed -$19.5K – 4077
2025
Q2 		$19.5K Sell
266
-507
-66% -$34.3K ﹤0.01% 2585
2025
Q1 		$50.6K Buy
+773
New +$54.8K ﹤0.01% 2174

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AIP
Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 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

Northwestern Mutual Wealth Management's XCOR Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of FundX ETF (XCOR) in Q3 2025, closing a stake of 266 shares — an estimated $19.5K sold.

Northwestern Mutual Wealth Management first reported a position in XCOR in Q1 2025 and held it in 2 quarters. The position peaked at $50.6K in Q1 2025. 10 funds tracked by Wall St. Rank hold XCOR as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining FundX ETF position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 266 FundX ETF shares in Q3 2025, an estimated $19.5K.
  • Northwestern Mutual Wealth Management first reported a position in FundX ETF in Q1 2025 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's FundX ETF position peaked at $50.6K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held FundX ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.