FundX Investment Trust - FFOX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 9,450 | 248 | 0.03% | 0.04% | 1 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,965 | 209 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.52% | — | -5,493,862 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -158,295 | -100.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -125,053 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,485 | -100.0% | Q4 2025 | Feb 02, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,811 | -100.0% | Q4 2025 | Feb 25, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,334 | -100.0% | Q4 2025 | Feb 18, 2026 |