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Atria Investments’s FundX Conservative ETF XRLX Stock Holding History

Atria Investments’s Portfolio XRLX Stock Details XRLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Buy
8,623
+334
+4% +$16K ﹤0.01% 1609
2026
Q1 		$371K Sell
8,289
-833
-9% -$38.3K ﹤0.01% 1619
2025
Q4 		$419K Buy
9,122
+249
+3% +$11.6K ﹤0.01% 1549
2025
Q3 		$412K Sell
8,873
-41
-0.5% -$1.86K ﹤0.01% 1534
2025
Q2 		$395K Sell
8,914
-18
-0.2% -$757 ﹤0.01% 1552
2025
Q1 		$371K Buy
8,932
+219
+3% +$9.55K ﹤0.01% 1503
2024
Q4 		$382K Buy
8,713
+903
+12% +$40K ﹤0.01% 1457
2024
Q3 		$340K Buy
+7,810
New +$331K ﹤0.01% 1551

Other funds holding XRLX

BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Atria Investments's XRLX Position: Q2 2026 in Review

Atria Investments increased its FundX Conservative ETF (XRLX) stake by 4% in Q2 2026, buying an estimated $16K and bringing the position to 8,623 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Atria Investments first reported a position in XRLX in Q3 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold XRLX as of Q2 2026.

  • Atria Investments held 8,623 shares of FundX Conservative ETF worth $427K as of Q2 2026.
  • Atria Investments bought 334 FundX Conservative ETF shares in Q2 2026, an estimated $16K.
  • FundX Conservative ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1609 holding.
  • Atria Investments first reported a position in FundX Conservative ETF in Q3 2024 and has held it in 8 quarters since.
  • 5 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.