FundX Investment Conservative ETF
Limited financial coverage for XRLX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
XRLX, the FundX Investment Conservative ETF, is a multi-fund investment vehicle primarily designed to capitalize on global market trends. Its investment advisor employs a balanced strategy, allocating capital to underlying core equity, total return, and bond funds that are perceived to be aligned with prevailing market leadership. These core equity holdings are designed to offer broad-based exposure to dominant stock market trends, encompassing a diverse range of global equities across various market capitalizations and investment styles.
- IPO
- 2023
- HQ
- San Francisco, CA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $50.96M
- Div Yield
- 2.58%
- 52W High
- $49.91
- 52W Low
- $43.84
- 50D MA
- $49.03
- 200D MA
- $47.65
- Beta
- 0.83
- RSI (14)
- 56
- Avg Volume
- 1.81K
No earnings-call transcripts are available for XRLX yet.
- Free Float
- 0.0%
- Shares Outstanding
- 1.03M
- Float Shares
- 0
of shares held by institutions
7 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| One Capital Management, LLC | 298.64K | ▲ 458 |
| Basso Capital Management, L.P. | 64.45K | ▲ 64.45K |
| Atomi Financial Group, Inc. | 27.39K | ▲ 27.39K |
| Gts Securities LLC | 10.28K | ▼ 8.12K |
| Citadel Advisors LLC | 8.88K | ▲ 8.88K |
| Atria Investments, Inc | 8.62K | ▲ 334 |
| Creative Planning | 6.72K | 0 |
| Susquehanna International Group, Llp | 5.18K | ▲ 5.18K |
| Mercer Global Advisors Inc /Adv | 1.93K | ▲ 1.93K |
| Glass Jacobson Investment Advisors LLC | 1.93K | 0 |
| Geneos Wealth Management Inc. | 800 | 0 |
Our XRLX coverage
Recent articles, reports, and earnings notes.
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