As of 30 Sep 2025, 3 institutional investors reported holding 1,781,176 shares of FUNDX INVT TR - FLEXIBLE ETF (XFLX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,781,176 | $43,496,513 | -$1,767,900 | $24.42 | 3 |
| 2025 Q2 | 1,853,558 | $44,365,185 | -$2,767,103 | $23.94 | 3 |
| 2025 Q1 | 1,969,170 | $47,024,249 | -$3,147,916 | $23.88 | 4 |
| 2024 Q4 | 2,100,963 | $50,298,396 | -$367,935 | $23.94 | 5 |
| 2024 Q3 | 2,116,325 | $53,913,385 | +$172,870 | $25.48 | 3 |
| 2024 Q2 | 2,109,538 | $51,458,195 | -$466,668 | $24.39 | 2 |
| 2024 Q1 | 2,128,821 | $51,770,387 | +$4,150,585 | $24.32 | 3 |
| 2023 Q4 | 1,958,183 | $47,123,289 | +$47,123,289 | $24.06 | 5 |