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FundX ETF
XCOR
XCOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $51.5M | -$5.62M | -74,329 | -10% |
|
2
Creative Planning
Overland Park,
Kansas
| $1.06M | – | – | – |
|
|
GS
3
GTS Securities
Miami,
Florida
| $763K | +$134K | +1,774 | +22% |
|
|
AG
4
AlTi Global
New York
| $569K | – | – | – |
|
|
AIA
5
AIMZ Investment Advisors
Los Altos,
California
| $255K | – | – | – |
|
6
Stifel Financial
St. Louis,
Missouri
| $227K | +$219K | +2,898 | New |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $225K | – | – | – |
|
|
AIP
8
Alexis Investment Partners
Montgomery,
Texas
| $157K | +$151K | +2,000 | New |
|
9
Morgan Stanley
New York
| $122K | +$89.5K | +1,184 | +312% |
|
|
AF
10
Allworth Financial
Folsom,
California
| $22.7K | – | – | – |
|
|
TIM
11
Total Investment Management
Scottsdale,
Arizona
| – | -$87.3K | -1,193 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$42.8K | -585 | Closed |
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19.5K | -266 | Closed |
|