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Fundx Invt Tr shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Fundx Invt Tr (XRLX) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundx Invt Tr by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 27k 49.47

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U S Equity Factr (LRGF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Robinhood Mkts Com Cl A (HOOD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding Fundx Invt Tr

One Capital Management
Basso Capital Management
Atomi Financial Group
Gts Securities
Citadel Advisors
Atria Investments
Creative Planning
Susquehanna International
Mercer Global Advisors
Glass Jacobson Investment Advisors
Geneos Wealth Management

View all funds holding Fundx Invt Tr