UBS Group
XRLX icon

UBS Group’s FundX Conservative ETF XRLX Stock Holding History

UBS Group’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 		– Sell
-10
Closed -$460 – 11258
2025
Q4 		$460 Buy
+10
New +$468 ﹤0.01% 9952
2025
Q3 		– Sell
-1,149
Closed -$50.9K – 11024
2025
Q2 		$50.9K Buy
1,149
+127
+12% +$5.34K ﹤0.01% 7755
2025
Q1 		$42.5K Sell
1,022
-558
-35% -$24.3K ﹤0.01% 7701
2024
Q4 		$69.2K Buy
1,580
+739
+88% +$32.7K ﹤0.01% 7088
2024
Q3 		$36.6K Buy
+841
New +$35.6K ﹤0.01% 7022
2024
Q2 		– Sell
-4
Closed -$161 – 10191
2024
Q1 		$161 Sell
4
-9
-69% -$352 ﹤0.01% 8769
2023
Q4 		$492 Buy
+13
New +$478 ﹤0.01% 8634

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's XRLX Position: Q1 2026 in Review

UBS Group sold out of FundX Conservative ETF (XRLX) in Q1 2026, closing a stake of 10 shares — an estimated $460 sold.

UBS Group first reported a position in XRLX in Q4 2023 and held it in 7 quarters. The position peaked at $69.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold XRLX as of Q1 2026.

  • UBS Group reported no remaining FundX Conservative ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 10 FundX Conservative ETF shares in Q1 2026, an estimated $460.
  • UBS Group first reported a position in FundX Conservative ETF in Q4 2023 and held it in 7 quarters.
  • UBS Group's FundX Conservative ETF position peaked at $69.2K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held FundX Conservative ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.