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
Q3 		$330K Hold
6,719
– – ﹤0.01% 3592
2026
Q2 		$332K Hold
6,719
– – ﹤0.01% 3498
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

Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Glass Jacobson Investment Advisors
Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Creative Planning's XRLX Position: Q3 2026 in Review

Creative Planning held its FundX Conservative ETF (XRLX) position steady in Q3 2026 at 6,719 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Creative Planning first reported a position in XRLX in Q4 2023 and has held it in 12 quarters since. The position peaked at $332K in Q2 2026. 5 funds tracked by Wall St. Rank hold XRLX as of Q3 2026.

  • Creative Planning held 6,719 shares of FundX Conservative ETF worth $330K as of Q3 2026.
  • Creative Planning left its FundX Conservative ETF share count unchanged in Q3 2026.
  • FundX Conservative ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3592 holding.
  • Creative Planning first reported a position in FundX Conservative ETF in Q4 2023 and has held it in 12 quarters since.
  • Creative Planning's FundX Conservative ETF position peaked at $332K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.