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
Download as csv
Download as Excel
Quarterly reported holdings in Fundx Invt Tr by One Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 320k | 46.41 |
| 2025-06-30 | $17M | 391k | 44.26 |
| 2025-03-31 | $19M | 458k | 41.55 |
| 2024-12-31 | $21M | 483k | 43.79 |
| 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 |