FUNDX INVT TR - CONSERVATIVE ETF (XRLX)

Historical Holders from Q4 2023 to Q3 2025

Symbol
XRLX
Type / Class
Equity / CONSERVATIVE ETF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
346,040
Holdings value
$16,060,150
% of all portfolios
0%
Number of holders
6
Number of sells
-5
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of FUNDX INVT TR - CONSERVATIVE ETF (XRLX)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
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 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