UBS Group’s FundX Flexible ETF XFLX Stock Holding History

UBS Group’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
2026 Q2	$33.1K	Buy	1,460 +1,360	+1,360%	+$30.7K	﹤0.01%	7824
2026 Q1	$2.23K	Sell	100 -496	-83%	-$11.1K	﹤0.01%	9322
2025 Q4	$13.3K	Buy	+596	New	+$14.6K	﹤0.01%	8058
2025 Q2	–	Sell	-1,257	Closed	-$30K	–	10898
2025 Q1	$30K	Sell	1,257 -292	-19%	-$7.03K	﹤0.01%	7945
2024 Q4	$37.1K	Buy	1,549 +1,541	+19,263%	+$38.8K	﹤0.01%	7489
2024 Q3	$204	Sell	8 -1,150	-99%	-$28.7K	﹤0.01%	9074
2024 Q2	$28.2K	Buy	+1,158	New	+$28.1K	﹤0.01%	7096
2024 Q1	–	Sell	-141	Closed	-$3.39K	–	10106
2023 Q4	$3.39K	Buy	+141	New	+$3.43K	﹤0.01%	7981

Other funds holding XFLX

OCM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's XFLX Position: Q2 2026 in Review

UBS Group increased its FundX Flexible ETF (XFLX) stake by 1,360% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,460 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7824.

UBS Group first reported a position in XFLX in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.1K in Q4 2024. 3 funds tracked by Wall St. Rank hold XFLX as of Q2 2026.

UBS Group held 1,460 shares of FundX Flexible ETF worth $33.1K as of Q2 2026.
UBS Group bought 1,360 FundX Flexible ETF shares in Q2 2026, an estimated $30.7K.
FundX Flexible ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7824 holding.
UBS Group first reported a position in FundX Flexible ETF in Q4 2023 and has held it in 8 quarters since.
UBS Group's FundX Flexible ETF position peaked at $37.1K in Q4 2024.
3 funds tracked by Wall St. Rank held FundX Flexible ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.