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Fundx shares owned by Element Wealth

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by Element Wealth from 13F filings

Historical chart of Element Wealth investment in Fundx

Tip: Access up to 7 years of quarterly data

All positions including Fundx held by Element Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by Element Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $390k 4.9k 80.33

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding Fundx

One Capital Management
Gts Securities
Creative Planning
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Element Wealth
AIMZ Investment Advisors
Jane Street
MAI Wealth Advisors
Hanson McClain Advisors
UBS Group

View all funds holding Fundx