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 6.1M $161M 11% Mar 2026
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Capital Analysts 161k $4.2M 2% Mar 2026
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National Bank Of Canada /fi/ 125k $3.4M -13% Dec 2025
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Mutual Advisors 26k $679k 1% Mar 2026
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Goldman Sachs Group 19k $509k 100% Mar 2026
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Greenup Street Wealth Management 9.5k $249k 0% Mar 2026
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Apollon Wealth Management 8.0k $210k 0% Mar 2026
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Who sold out of Fundx Invt Tr?

Fund or Company Name Date Sold Shares Held Valued At
Thryve Wealth Management Dec 2025 14k $377k
EP Wealth Advisors Dec 2025 9.3k $255k