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FundX Conservative ETF
XRLX
XRLX
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $21.2M | -$832K | -18,802 | -4% |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $1.19M | – | – | – |
|
|
GS
3
GTS Securities
Miami,
Florida
| $932K | +$941K | +21,274 | New |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $382K | +$40K | +903 | +12% |
|
5
Creative Planning
Overland Park,
Kansas
| $282K | – | – | – |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $69.2K | +$32.7K | +739 | +88% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $35K | +$35.4K | +800 | New |
|