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Steward Partners Investment Advisory’s FundX Conservative ETF XRLX Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-1
Closed -$45 – 4884
2026
Q1 		$45 Hold
1
– – ﹤0.01% 4366
2025
Q4 		$46 Buy
+1
New +$47 ﹤0.01% 4254

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 40.89% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Steward Partners Investment Advisory's XRLX Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of FundX Conservative ETF (XRLX) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Steward Partners Investment Advisory first reported a position in XRLX in Q4 2025 and held it in 2 quarters. The position peaked at $46 in Q4 2025. 10 funds tracked by Wall St. Rank hold XRLX as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining FundX Conservative ETF position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 FundX Conservative ETF share in Q2 2026, an estimated $45.
  • Steward Partners Investment Advisory first reported a position in FundX Conservative ETF in Q4 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's FundX Conservative ETF position peaked at $46 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.