Creative Planning
XRLX icon

Creative Planning’s FundX Conservative ETF XRLX Stock Holding History

Creative Planning’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
Q1 		$300K Buy
6,719
+177
+3% +$8.13K ﹤0.01% 3426
2025
Q4 		$301K Hold
6,542
– – ﹤0.01% 3237
2025
Q3 		$304K Hold
6,542
– – ﹤0.01% 3129
2025
Q2 		$290K Hold
6,542
– – ﹤0.01% 2922
2025
Q1 		$272K Buy
6,542
+104
+2% +$4.54K ﹤0.01% 2843
2024
Q4 		$282K Hold
6,438
– – ﹤0.01% 2714
2024
Q3 		$280K Hold
6,438
– – ﹤0.01% 2572
2024
Q2 		$270K Hold
6,438
– – ﹤0.01% 2445
2024
Q1 		$259K Buy
6,438
+106
+2% +$4.15K ﹤0.01% 2369
2023
Q4 		$240K Buy
+6,332
New +$233K ﹤0.01% 2269

Other funds holding XRLX

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Creative Planning's XRLX Position: Q1 2026 in Review

Creative Planning increased its FundX Conservative ETF (XRLX) stake by 2.7% in Q1 2026, buying an estimated $8.13K and bringing the position to 6,719 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Creative Planning first reported a position in XRLX in Q4 2023 and has held it in 10 quarters since. The position peaked at $304K in Q3 2025. 7 funds tracked by Wall St. Rank hold XRLX as of Q1 2026.

  • Creative Planning held 6,719 shares of FundX Conservative ETF worth $300K as of Q1 2026.
  • Creative Planning bought 177 FundX Conservative ETF shares in Q1 2026, an estimated $8.13K.
  • FundX Conservative ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3426 holding.
  • Creative Planning first reported a position in FundX Conservative ETF in Q4 2023 and has held it in 10 quarters since.
  • Creative Planning's FundX Conservative ETF position peaked at $304K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.