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FundX Conservative ETF
XRLX
XRLX
49.61
USD
+0.09
0.18%
At close
Updated
Sep 22, 4:00 PM EDT
Pre-market
After hours
1 day
0.18%
5 days
2.69%
1 month
1.87%
3 months
0.36%
6 months
10.56%
Year to date
7.82%
1 year
6.67%
5 years
38.11%
10 years
38.11%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
OCM
1
One Capital Management
Westlake Village,
California
| $14.1M | -$631K | -13,493 | -4% |
|
| 2 |
GS
2
GTS Securities
Miami,
Florida
| $902K | +$553K | +11,828 | +152% |
|
| 3 |
AI
3
Atria Investments
Charlotte,
North Carolina
| $419K | +$11.6K | +249 | +3% |
|
| 4 |
4
Creative Planning
Overland Park,
Kansas
| $301K | – | – | – |
|
| 5 |
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $86.3K | -$12.3K | -262 | -12% |
|
| 6 |
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $36.8K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $460 | +$468 | +10 | New |
|
| 8 |
SPIA
8
Steward Partners Investment Advisory
New York
| $46 | +$47 | +1 | New |
|