Glass Jacobson Investment Advisors’s FundX Flexible ETF XFLX Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio XFLX Stock Details XFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$25	–	782
2024 Q1	$25	Sell	1 -1,996	-100%	-$48K	﹤0.01%	751
2023 Q4	$48.1K	Buy	+1,997	New	+$48.5K	0.02%	338

Other funds holding XFLX

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's XFLX Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of FundX Flexible ETF (XFLX) in Q2 2024, closing a stake of 1 share — an estimated $25 sold.

Glass Jacobson Investment Advisors first reported a position in XFLX in Q4 2023 and held it in 2 quarters. The position peaked at $48.1K in Q4 2023. 2 funds tracked by Wall St. Rank hold XFLX as of Q2 2024.

Glass Jacobson Investment Advisors reported no remaining FundX Flexible ETF position as of Q2 2024 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1 FundX Flexible ETF share in Q2 2024, an estimated $25.
Glass Jacobson Investment Advisors first reported a position in FundX Flexible ETF in Q4 2023 and held it in 2 quarters.
Glass Jacobson Investment Advisors's FundX Flexible ETF position peaked at $48.1K in Q4 2023.
2 funds tracked by Wall St. Rank held FundX Flexible ETF as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.