UBS Group »

Fundx Invt Tr shares owned by UBS Group

Quarter-by-quarter ownership of Fundx Invt Tr (XFLX) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fundx Invt Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 596 22.37
2025-03-31 $30k 1.3k 23.88
2024-12-31 $37k 1.5k 23.94
2024-09-30 $204 8 25.50
2024-06-30 $28k 1.2k 24.39
2023-12-31 $3.4k 141 24.06

More positions owned by UBS Group

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Ubs Group SHS (UBS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)
Tesla Motors (TSLA)

View all positions for UBS Group

Top funds holding Fundx Invt Tr

One Capital Management
Gts Securities
Royal Bank of Canada
UBS Group

View all funds holding Fundx Invt Tr