FundX Investment Group, LLC

13F Filings History

Latest 13F report
Q4 2021 - Jan 26, 2022
Value $
$411M
Signature - Title
Sean McKeon - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by FundX Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FundX Investment Group, LLC reported 45 stock holdings with total value $411M as of Q4 2021. Top holdings included DSI, RPV, IJJ, QUAL, and OEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 45 $411M +$206M -$21.9M +$184M DSI, RPV, IJJ, QUAL, OEF 13F-HR 1/26/2022, 02:20 PM
Q3 2021 33 $212M +$8.46M -$1.21M +$7.25M RPV, IJJ, RDVY, JNK, SMH 13F-HR 11/3/2021, 02:40 PM
Q2 2021 37 $6.92M $0 $0 ILCG, NUMV, IJH, ONEQ 13F-HR 7/27/2021, 12:24 PM
Q1 2021 39 $177M +$79.6M -$145M -$65.6M CWB, MGK, JNK, IWY, SMH 13F-HR 5/4/2021, 06:34 AM
Q4 2020 33 $240M +$19.5M -$57.6M -$38.1M VUG, MGK, QQQ, IWY, JNK 13F-HR 2/8/2021, 09:48 AM
Q3 2020 35 $260M +$94M -$84.1M +$9.91M MGK, VUG, IWY, QQQ, AGG 13F-HR 10/29/2020, 03:55 PM
Q2 2020 36 $237M +$120M -$173M -$52.3M QQQ, IEF, USIG, AGG, BIV 13F-HR 8/11/2020, 11:39 AM
Q1 2020 31 $272M +$164M -$238M -$73.9M AGG, SHY, SHV, MOAT, QQQ 13F-HR 4/24/2020, 03:32 PM
Q4 2019 60 $371M +$173M -$88.5M +$84.9M LQD, MOAT, SPLV, PWV, AGG 13F-HR 2/3/2020, 04:48 PM
Q3 2019 44 $282M +$102M -$67M +$35M SPLV, LQD, VIG, BND, USMV 13F-HR 11/8/2019, 01:38 PM
Q2 2019 43 $242M +$32.6M -$91.9M -$59.3M SPLV, VIG, HDV, BND, AGG 13F-HR 8/5/2019, 03:45 PM
Q1 2019 49 $295M +$85.3M -$82.1M +$3.2M SPLV, DIA, VIG, HDV, AGG 13F-HR 5/10/2019, 05:13 PM
Q4 2018 48 $269M +$207M -$97M +$110M DIA, VIG, HDV, MINT, VNLA 13F-HR 2/14/2019, 03:49 PM
Q3 2018 38 $181M +$33.1M -$64.4M -$31.3M MTUM, IWF, BNDX, MGK, IGV 13F-HR 10/22/2018, 06:09 PM
Q2 2018 38 $202M +$39.5M -$33.7M +$5.82M MTUM, DIA, IWF, BNDX, BWX 13F-HR 8/9/2018, 07:22 PM
Q1 2018 36 $191M +$21.2M -$29.8M -$8.54M MTUM, DIA, IWF, SMH, QQQ 13F-HR 4/24/2018, 04:18 PM
Q4 2017 39 $198M +$102M -$148M -$46.2M MTUM, DIA, IWF, SMH, AAXJ 13F-HR 2/13/2018, 04:31 PM
Q3 2017 33 $238M +$9.45M -$31.2M -$21.8M VGK, MTUM, IEV, MGK, QQQ 13F-HR 11/6/2017, 09:01 AM
Q2 2017 38 $245M +$203M -$197M +$5.93M VGK, MTUM, IEV, MGK, QQQ 13F-HR 8/7/2017, 04:27 PM
Q1 2017 45 $238M +$65.4M -$119M -$53.5M IJJ, IWN, IJS, QQQ, SMH 13F-HR 5/11/2017, 07:19 PM
Q4 2016 41 $286M +$47.7M -$166M -$118M DVY, SDY, IJJ, IJS, DES 13F-HR 2/8/2017, 08:02 AM
Q3 2016 46 $391M +$143M -$154M -$10.4M DVY, SDY, SPLV, IJJ, IJH 13F-HR 11/7/2016, 04:52 PM
Q2 2016 31 $400M +$188M -$198M -$10.3M SPLV, DVY, SDY, MTUM, QUAL 13F-HR 7/22/2016, 05:06 PM
Q1 2016 25 $402M +$221M -$125M +$96.2M IVW, SPLV, DVY, QQQ, EFAV 13F-HR 5/9/2016, 12:03 PM
Q4 2015 20 $304M +$132M -$43.3M +$88.7M IVW, MGK, QQQ, SPLV, VUG 13F-HR 2/10/2016, 04:14 PM
Q3 2015 16 $203M +$20.8M -$43M -$22.1M IVW, QQQ, MGK, VUG, PJP 13F-HR 11/16/2015, 12:31 PM
Q2 2015 19 $241M +$38.5M -$122M -$83.6M IVW, QQQ, MGK, VUG, BOND 13F-HR 8/11/2015, 08:10 AM
Q1 2015 24 $324M +$79.5M -$75.7M +$3.76M IVW, SPLV, MGK, QQQ, VUG 13F-HR 4/30/2015, 06:35 AM
Q4 2014 20 $313M +$202M -$120M +$82.1M IVW, MGK, OEF, QQQ, SPLV 13F-HR 1/29/2015, 03:21 PM
Q3 2014 18 $224M +$146M -$121M +$24.8M RPG, MGK, RPV, QQQ, VWO 13F-HR 11/4/2014, 01:47 PM
Q2 2014 18 $200M +$94.2M -$57.6M +$36.5M PKW, RPG, VGK, FEZ, XLE 13F-HR 8/1/2014, 09:07 AM
Q1 2014 16 $158M +$45.1M -$37.3M +$7.78M PKW, RPG, IBB, QQQ, VOE 13F-HR 4/28/2014, 10:36 AM
Q4 2013 21 $147M $0 $0 PKW, RPG, IBB, VCR, IJS 13F-HR 1/28/2014, 01:31 PM