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Fundx shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Fundx

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All positions including Fundx held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $875k 9.7k 90.60

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U S Equity Factr (LRGF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Robinhood Mkts Com Cl A (HOOD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding Fundx

One Capital Management
Basso Capital Management
Gts Securities
Creative Planning
Atomi Financial Group
AlTi Global
Susquehanna International
Element Wealth
AIMZ Investment Advisors
OpenArc Corporate Advisory
Morgan Stanley
MAI Wealth Advisors
Hanson McClain Advisors
UBS Group

View all funds holding Fundx