As of 30 Sep 2025, 6 institutional investors reported holding 346,040 shares of FUNDX INVT TR - CONSERVATIVE ETF (XRLX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,877 | $86,257 | -$12,040 | $45.95 | 1 |
| 2025 Q3 | 346,040 | $16,060,150 | -$4,059,618 | $46.41 | 6 |
| 2025 Q2 | 433,812 | $19,200,554 | -$2,659,928 | $44.26 | 8 |
| 2025 Q1 | 494,363 | $20,546,102 | -$2,427,717 | $41.55 | 8 |
| 2024 Q4 | 550,709 | $24,143,620 | +$215,200 | $43.79 | 8 |
| 2024 Q3 | 545,795 | $23,742,944 | -$1,475,919 | $43.52 | 6 |
| 2024 Q2 | 579,896 | $24,356,341 | +$270,007 | $42.00 | 5 |
| 2024 Q1 | 573,942 | $23,114,326 | -$14,497 | $40.27 | 7 |
| 2023 Q4 | 574,302 | $21,734,932 | +$21,734,932 | $37.85 | 6 |