Who owns FUNDX INVT TR?

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Analyze quarterly positions in Fundx Invt Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fundx Invt Tr stock

Who bought or sold FUNDX INVT TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 5.5M $150M 8% Dec 2025
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Capital Analysts 158k $4.3M 59% Dec 2025
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National Bank Of Canada /fi/ 125k $3.4M -13% Dec 2025
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Mutual Advisors 26k $695k 0% Dec 2025
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Thryve Wealth Management 14k $377k 100% Dec 2025
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Greenup Street Wealth Management 9.5k $258k -86% Dec 2025
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EP Wealth Advisors 9.3k $255k 100% Dec 2025
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Apollon Wealth Management 8.0k $217k 0% Dec 2025
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Royal Bank of Canada 3.0k $82k 100% Sep 2025
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Who sold out of Fundx Invt Tr?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2025 7.8k $213k