JY
XRLX icon

Jeff Yass’s FundX Conservative ETF XRLX Stock Holding History

Jeff Yass’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 		$256K Buy
+5,184
New +$249K ﹤0.01% 11400
2025
Q3 		– Sell
-5,354
Closed -$237K – 14081
2025
Q2 		$237K Buy
+5,354
New +$225K ﹤0.01% 10873
2024
Q2 		– Sell
-8,795
Closed -$354K – 13377
2024
Q1 		$354K Buy
+8,795
New +$344K ﹤0.01% 9311

Other funds holding XRLX

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Jeff Yass's XRLX Position: Q2 2026 in Review

Jeff Yass opened a new position in FundX Conservative ETF (XRLX) in Q2 2026: 5,184 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #11400 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XRLX as recently as Q2 2025.

Jeff Yass first reported a position in XRLX in Q1 2024 and has held it in 3 quarters since. The position peaked at $354K in Q1 2024. 10 funds tracked by Wall St. Rank hold XRLX as of Q2 2026.

  • Jeff Yass held 5,184 shares of FundX Conservative ETF worth $256K as of Q2 2026.
  • FundX Conservative ETF was a new Jeff Yass position in Q2 2026.
  • FundX Conservative ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11400 holding.
  • Jeff Yass first reported a position in FundX Conservative ETF in Q1 2024 and has held it in 3 quarters since.
  • Jeff Yass's FundX Conservative ETF position peaked at $354K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.