UBS Group
XCOR icon

UBS Group’s FundX ETF XCOR Stock Holding History

UBS Group’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
Q2 		$25.3K Sell
279
-7
-2% -$605 ﹤0.01% 8005
2026
Q1 		$21.9K Buy
286
+285
+28,500% +$22.8K ﹤0.01% 7868
2025
Q4 		$80 Buy
+1
New +$80 ﹤0.01% 10218
2025
Q3 		– Sell
-585
Closed -$42.8K – 11012
2025
Q2 		$42.8K Buy
+585
New +$39.5K ﹤0.01% 7893
2024
Q4 		– Sell
-110
Closed -$7.47K – 10472
2024
Q3 		$7.47K Buy
+110
New +$7.24K ﹤0.01% 7904
2023
Q4 		– Sell
-300
Closed -$14.8K – 9954
2023
Q3 		$14.8K Buy
+300
New +$15.4K ﹤0.01% 6947
2023
Q2 		– Sell
-616
Closed -$29.6K – 9739
2023
Q1 		$29.6K Buy
616
+304
+97% +$15K ﹤0.01% 6811
2022
Q4 		$15.2K Buy
+312
New +$15.6K ﹤0.01% 8000

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

UBS Group's XCOR Position: Q2 2026 in Review

UBS Group reduced its FundX ETF (XCOR) stake by 2.4% in Q2 2026, selling an estimated $605 and leaving 279 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8005.

UBS Group first reported a position in XCOR in Q4 2022 and has held it in 8 quarters since. The position peaked at $42.8K in Q2 2025. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

  • UBS Group held 279 shares of FundX ETF worth $25.3K as of Q2 2026.
  • UBS Group sold 7 FundX ETF shares in Q2 2026, an estimated $605.
  • FundX ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8005 holding.
  • UBS Group first reported a position in FundX ETF in Q4 2022 and has held it in 8 quarters since.
  • UBS Group's FundX ETF position peaked at $42.8K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.