As of 30 Sep 2025, 4 institutional investors reported holding 106,475 shares of FUNDX INVT TR - AGGRESSIVE ETF (XNAV).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 106,475 | $8,342,660 | -$1,691,209 | $78.35 | 4 |
| 2025 Q2 | 128,120 | $9,217,710 | -$1,401,777 | $71.95 | 5 |
| 2025 Q1 | 147,633 | $9,575,607 | +$74,980 | $64.86 | 5 |
| 2024 Q4 | 146,477 | $10,484,969 | -$225,648 | $71.58 | 5 |
| 2024 Q3 | 150,202 | $10,291,896 | +$1,104,450 | $68.52 | 6 |
| 2024 Q2 | 134,060 | $9,197,258 | +$277,641 | $68.61 | 6 |
| 2024 Q1 | 130,013 | $8,283,406 | +$250,388 | $63.71 | 5 |
| 2023 Q4 | 126,083 | $7,201,195 | -$1,036,656 | $57.11 | 5 |
| 2023 Q3 | 145,124 | $7,502,672 | +$362,867 | $51.70 | 6 |
| 2023 Q2 | 138,105 | $7,469,289 | -$973,675 | $54.08 | 5 |
| 2023 Q1 | 147,380 | $7,296,789 | -$784,420 | $49.51 | 3 |
| 2022 Q4 | 163,029 | $8,121,368 | +$8,121,371 | $49.78 | 5 |