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FundX Conservative ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$19M -$1.11M -25,402 -5%
GS
2
GTS Securities
Florida
$401K -$507K -11,635 -55%
AI
3
Atria Investments
North Carolina
$371K +$9.55K +219 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$308K +$323K +7,404 New
Creative Planning
5
Creative Planning
Kansas
$272K +$4.54K +104 +2%
GJIA
6
Glass Jacobson Investment Advisors
Maryland
$103K
UBS Group
7
UBS Group
Switzerland
$42.5K -$24.3K -558 -35%
GWM
8
Geneos Wealth Management
Colorado
$33.2K
CL
9
Choreo LLC
Illinois
-$1.19M -26,478 Closed