FUNDX INVT TR

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XRLX·360876874·US·ETF·Unknown - Unknown

XRLX (FUNDX INVT TR) is held by 2 institutional investors as of Q1 2026. Largest holders: Creative Planning ($300,378), Steward Partners Investment Advisory, LLC ($45). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (2)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	6,719(+2.7%)	$300,378	0.0%	+34.10%	24
Steward Partners Investment Advisory, LLC	Unchanged	1	$45	0.0%	+6.19%	0
UBS Group AG	Exited	0(-100.0%)	$460	0.0%	-0.69%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer