FundX Investment Trust - XFLX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| One Capital Management, LLC | History | Added to | 1,876,825 | 41,793 | 1.15% | 0.61% | 1 | +973,959 | 107.87% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,438 | 210 | 0.0% | 0.0% | 2 | +4,070 | 75.82% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 100 | 2 | 0.0% | 0.0% | 3 | -496 | -83.22% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,710 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,947 | -100.0% | Q1 2026 | May 15, 2026 |