FUNDX INVT TR - AGGRESSIVE ETF (XNAV)

Historical Holders from Q4 2022 to Q3 2025

Symbol
XNAV
Type / Class
Equity / AGGRESSIVE ETF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
106,475
Holdings value
$8,342,660
% of all portfolios
0%
Number of holders
4
Number of buys
1
Number of sells
-4
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of FUNDX INVT TR - AGGRESSIVE ETF (XNAV)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 106,475 $8,342,660 -$1,691,208 $78.35 4
2025 Q2 128,120 $9,217,710 -$1,401,776 $71.95 5
2025 Q1 147,633 $9,575,607 +$74,980 $64.86 5
2024 Q4 146,477 $10,484,969 -$225,648 $71.58 5
2024 Q3 150,202 $10,291,896 +$1,104,451 $68.52 6
2024 Q2 134,060 $9,197,258 +$277,640 $68.61 6
2024 Q1 130,013 $8,283,406 +$250,387 $63.71 5
2023 Q4 126,083 $7,201,195 -$1,036,657 $57.11 5
2023 Q3 145,124 $7,502,672 +$362,867 $51.70 6
2023 Q2 138,105 $7,469,289 -$973,677 $54.08 5
2023 Q1 147,380 $7,296,789 -$784,421 $49.51 3
2022 Q4 163,029 $8,121,368 +$8,121,368 $49.78 5