Fundx Invt Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Fundx Invt Tr (XRLX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Fundx Invt Tr
Tip: Access up to 7 years of quarterly data
All positions including Fundx Invt Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fundx Invt Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 6.5k | 46.41 |
| 2025-06-30 | $290k | 6.5k | 44.26 |
| 2025-03-31 | $272k | 6.5k | 41.55 |
| 2024-12-31 | $282k | 6.4k | 43.79 |
| 2024-09-30 | $280k | 6.4k | 43.52 |
| 2024-06-30 | $270k | 6.4k | 41.99 |
| 2024-03-31 | $259k | 6.4k | 40.27 |
| 2023-12-31 | $240k | 6.3k | 37.85 |