Who owns FUNDX INVT TR?
- Ticker: XRLX
- CUSIP Number: 360876874
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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 | 298k | $13M | -3% | Mar 2026 |
|
| Gts Securities | 20k | $902k | 152% | Dec 2025 |
|
| Atria Investments | 8.3k | $371k | -9% | Mar 2026 |
|
| Creative Planning | 6.7k | $300k | 3% | Mar 2026 |
|
| Glass Jacobson Investment Advisors | 1.9k | $86k | 3% | Mar 2026 |
|
| Geneos Wealth Management | 800.00 | $36k | 0% | Mar 2026 |
|
| Steward Partners Investment Advisory | 1.00 | $45.000000 | 0% | Mar 2026 |
|
Who sold out of Fundx Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2025 | 10.00 | $460.000000 |