FundX Investment Trust - XRLX
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 | Reduced | 298,178 | 13,329 | 0.37% | 0.43% | 1 | -8,214 | -2.68% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 18,391 | 822 | 0.03% | 0.03% | 2 | -1,238 | -6.31% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 8,289 | 370 | 0.0% | 0.0% | 3 | -833 | -9.13% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 6,719 | 300 | 0.0% | 0.0% | 4 | +177 | 2.71% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,928 | 86 | 0.03% | 0.03% | 5 | +51 | 2.72% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 800 | 35 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |