FUNDX INVT TR - FLEXIBLE ETF (XFLX)

Historical Holders from Q4 2023 to Q3 2025

Symbol
XFLX
Type / Class
Equity / FLEXIBLE ETF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,781,176
Holdings value
$43,496,513
% of all portfolios
0%
Number of holders
3
Number of sells
-3
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of FUNDX INVT TR - FLEXIBLE ETF (XFLX)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1,781,176 $43,496,513 -$1,767,900 $24.42 3
2025 Q2 1,853,558 $44,365,185 -$2,767,103 $23.94 3
2025 Q1 1,969,170 $47,024,249 -$3,147,917 $23.88 4
2024 Q4 2,100,963 $50,298,792 -$367,542 $23.94 5
2024 Q3 2,116,325 $53,913,385 +$172,870 $25.48 3
2024 Q2 2,109,538 $51,458,195 -$466,668 $24.39 2
2024 Q1 2,128,821 $51,770,387 +$4,150,585 $24.32 3
2023 Q4 1,958,183 $47,123,289 +$47,123,289 $24.06 5