UBS Group »

Fundx Invt Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Fundx Invt Tr

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025020k40k60k05001000
Value ($)Share countHistorical XNAV position of UBS Group Source: stockzoa.comValue ($)Share count

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
2024-12-31 $429 6 71.50
2024-09-30 $6.3k 92 68.52
2024-06-30 $4.7k 68 68.60
2023-09-30 $56k 1.1k 51.70
2022-12-31 $56k 1.1k 49.78

More positions owned by UBS Group

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

View all positions for UBS Group

Top funds holding Fundx Invt Tr

One Capital Management
Gts Securities
Pnc Financial Services
Morgan Stanley
UBS Group

View all funds holding Fundx Invt Tr