Stifel Financial’s FundX ETF XCOR Stock Holding History

Stifel Financial’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 Q4	–	Sell	-2,898	Closed	-$227K	–	3728
2025 Q3	$227K	Buy	+2,898	New	+$219K	﹤0.01%	3273

Other funds holding XCOR

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

Stifel Financial's XCOR Position: Q4 2025 in Review

Stifel Financial sold out of FundX ETF (XCOR) in Q4 2025, closing a stake of 2,898 shares — an estimated $227K sold.

Stifel Financial first reported a position in XCOR in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 12 funds tracked by Wall St. Rank hold XCOR as of Q4 2025.

Stifel Financial reported no remaining FundX ETF position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 2,898 FundX ETF shares in Q4 2025, an estimated $227K.
Stifel Financial first reported a position in FundX ETF in Q3 2025 and held it in 1 quarter.
Stifel Financial's FundX ETF position peaked at $227K in Q3 2025.
12 funds tracked by Wall St. Rank held FundX ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.