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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
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 $3.65B 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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: Q1 2026 in Review

Steward Partners Investment Advisory held its FundX Conservative ETF (XRLX) position steady in Q1 2026 at 1 share worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #4366.

Steward Partners Investment Advisory first reported a position in XRLX in Q4 2025 and has held it in 2 quarters since. The position peaked at $46 in Q4 2025. 7 funds tracked by Wall St. Rank hold XRLX as of Q1 2026.

  • Steward Partners Investment Advisory held 1 share of FundX Conservative ETF worth $45 as of Q1 2026.
  • Steward Partners Investment Advisory left its FundX Conservative ETF share count unchanged in Q1 2026.
  • FundX Conservative ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4366 holding.
  • Steward Partners Investment Advisory first reported a position in FundX Conservative ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's FundX Conservative ETF position peaked at $46 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.