Who owns FUNDX INVT TR?
- Ticker: XRLX
- CUSIP Number: 360876874
Tip: Access positions for across all investors
Analyze quarterly positions in Fundx Invt Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fundx Invt Tr stock
Who bought or sold FUNDX INVT TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| One Capital Management | 320k | $15M | -18% | Sep 2025 |
|
| Atria Investments | 8.9k | $412k | 0% | Sep 2025 |
|
| Gts Securities | 7.8k | $362k | -57% | Sep 2025 |
|
| Creative Planning | 6.5k | $304k | 0% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 2.1k | $99k | 0% | Sep 2025 |
|
| Geneos Wealth Management | 800.00 | $37k | 0% | Sep 2025 |
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Who sold out of Fundx Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 5.4k | $237k |
| UBS Group | Jun 2025 | 1.1k | $51k |