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Fundx Invt Tr shares owned by Capital Analysts

Quarter-by-quarter ownership of Fundx Invt Tr (FFOX) shares owned by Capital Analysts from 13F filings

Historical chart of Capital Analysts investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundx Invt Tr held by Capital Analysts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx Invt Tr by Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 99k 27.48
2025-06-30 $2.2M 83k 25.92

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding Fundx Invt Tr

One Capital Management
National Bank Of Canada /fi/
Capital Analysts
Greenup Street Wealth Management
Mutual Advisors
Apollon Wealth Management
Gts Securities
Royal Bank of Canada

View all funds holding Fundx Invt Tr