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FundX Conservative ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$21.8M -$1.59M -37,496 -7%
CL
2
Choreo LLC
Illinois
$1.14M
AI
3
Atria Investments
North Carolina
$340K +$331K +7,810 New
Creative Planning
4
Creative Planning
Kansas
$280K
GJIA
5
Glass Jacobson Investment Advisors
Maryland
$103K
UBS Group
6
UBS Group
Switzerland
$36.6K +$35.6K +841 New
GS
7
GTS Securities
Florida
-$221K -5,256 Closed