Basso Capital Management’s FundX Conservative ETF XRLX Stock Holding History

Basso Capital Management’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 Q3	$3.12M	Sell	63,670 -784	-1%	-$38.3K	0.67%	34
2026 Q2	$3.19M	Buy	+64,454	New	+$3.1M	0.68%	31

Other funds holding XRLX

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Basso Capital Management's XRLX Position: Q3 2026 in Review

Basso Capital Management reduced its FundX Conservative ETF (XRLX) stake by 1.2% in Q3 2026, selling an estimated $38.3K and leaving 63,670 shares worth $3.12M. The position accounts for 0.67% of the portfolio, ranked #34.

Basso Capital Management first reported a position in XRLX in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.19M in Q2 2026. 5 funds tracked by Wall St. Rank hold XRLX as of Q3 2026.

Basso Capital Management held 63,670 shares of FundX Conservative ETF worth $3.12M as of Q3 2026.
Basso Capital Management sold 784 FundX Conservative ETF shares in Q3 2026, an estimated $38.3K.
FundX Conservative ETF made up 0.67% of Basso Capital Management's portfolio in Q3 2026, its #34 holding.
Basso Capital Management first reported a position in FundX Conservative ETF in Q2 2026 and has held it in 2 quarters since.
Basso Capital Management's FundX Conservative ETF position peaked at $3.19M in Q2 2026.
5 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.