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XCORXCOR
15 quarters

Position history for Creative PlanningCreative Planning's holdings in FUNDX INVT TR

Creative Planning holds 13,661 shares of XCOR (FUNDX INVT TR), worth $1.2M as of 2026-Q2. The position was increased (+1.3% shares). XCOR represents 0.0% of Creative Planning's portfolio.

Current Value

$1.2M

Current Shares

13,661

Total Value Change

+$483,277

Total Shares Change

-1,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,661
+1.3%
$1.2M0.0%$90.60
26
2026-Q1
Unchanged
13,490
0.0%
$1M0.0%$79.47
0
2025-Q4
Unchanged
13,490
0.0%
$1.1M0.0%$80.87
0
2025-Q3
Unchanged
13,490
0.0%
$1.1M0.0%$77.65
0
2025-Q2
Unchanged
13,490
0.0%
$987,0410.0%$72.45
0
2025-Q1
Unchanged
13,490
0.0%
$882,4470.0%$64.98
0
2024-Q4
Unchanged
13,490
0.0%
$967,3030.0%$72.17
0
2024-Q3
Unchanged
13,490
0.0%
$916,3560.0%$67.39
0
2024-Q2
Decreased
13,490
-0.6%
$894,2160.0%$66.01
0
2024-Q1
Decreased
13,568
-12.1%
$834,0060.0%$61.21
0
2023-Q4
Unchanged
15,441
0.0%
$854,5080.0%$55.11
0
2023-Q3
Unchanged
15,441
0.0%
$761,7230.0%$48.66
0
2023-Q2
Unchanged
15,441
0.0%
$795,5700.0%$50.07
0
2023-Q1
Unchanged
15,441
0.0%
$742,0310.0%$46.88
0
2022-Q4
New
15,441
-
$754,4470.0%$48.20
34

Other major holders of XCOR: SUSQUEHANNA INTERNATIONAL GROUP, LLP

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