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Total Investment Management’s FundX ETF XCOR Stock Holding History

Total Investment 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
-1,193
Closed -$87.3K – 857
2025
Q2 		$87.3K Buy
+1,193
New +$80.6K 0.01% 123

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

Total Investment Management's XCOR Position: Q3 2025 in Review

Total Investment Management sold out of FundX ETF (XCOR) in Q3 2025, closing a stake of 1,193 shares — an estimated $87.3K sold.

Total Investment Management first reported a position in XCOR in Q2 2025 and held it in 1 quarter. The position peaked at $87.3K in Q2 2025. 10 funds tracked by Wall St. Rank hold XCOR as of Q3 2025.

  • Total Investment Management reported no remaining FundX ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 1,193 FundX ETF shares in Q3 2025, an estimated $87.3K.
  • Total Investment Management first reported a position in FundX ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's FundX ETF position peaked at $87.3K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held FundX ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.