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Fundx Invt Tr shares owned by One Capital Management

Quarter-by-quarter ownership of Fundx Invt Tr (XRLX) shares owned by One Capital Management from 13F filings

Historical chart of One Capital Management investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundx Invt Tr held by One Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx Invt Tr by One Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 502k 43.52
2024-06-30 $23M 539k 41.99
2024-03-31 $22M 548k 40.27
2023-12-31 $21M 558k 37.85

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
FundX ETF Fundx Etf (XCOR)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Ishr Broad Usd H/y Cp Etf Broad Usd High (USHY)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
FundX Flexible ETF Flexible Etf (XFLX)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)
Ishares Russ 1000 Gwt Ind Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Ishares S&p Sc 600 Gw Ind S&P SML 600 GWT (IJT)
Ishares S&p Sc 600val Ind Sp Smcp600vl Etf (IJS)

View all positions for One Capital Management

Top funds holding Fundx Invt Tr

One Capital Management
Rsm Us Wealth Management
Atria Investments
Creative Planning
Glass Jacobson Investment Advisors

View all funds holding Fundx Invt Tr