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Fundx Invt Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Fundx Invt Tr

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025020k40k60k050010001500
Value ($)Share countHistorical XRLX position of UBS Group Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Fundx Invt Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $69k 1.6k 43.79
2024-09-30 $37k 841 43.51
2024-03-31 $161 4 40.25
2023-12-31 $492 13 37.85

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding Fundx Invt Tr

One Capital Management
Rsm Us Wealth Management
Gts Securities
Atria Investments
Creative Planning
Glass Jacobson Investment Advisors
UBS Group
Geneos Wealth Management

View all funds holding Fundx Invt Tr