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X Finl Sponsored shares owned by UMA Financial Services

Quarter-by-quarter ownership of X Finl Sponsored (XYF) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in X Finl Sponsored

Tip: Access up to 7 years of quarterly data

All positions including X Finl Sponsored held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in X Finl Sponsored by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $674 49 13.78
2025-06-30 $856 49 17.47

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding X Finl Sponsored

Acadian Asset Management
Morgan Stanley
Marshall Wace
Qube Research & Technologies
O'shaughnessy Asset Management
Renaissance Technologies
Jpmorgan Chase & Co
Two Sigma Advisers
GSA Capital Partners
Trexquant Investment
UBS Group
Russell Investments
Wells Fargo & Company
State Street Corporation
Jump Financial

View all funds holding X Finl Sponsored