• 13F History

FundX Investment Group, LLC

13F Filings History

Latest 13F report
Q4 2021 - Jan 26, 2022
Value $
$411M
Signature - Title
Sean McKeon - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by FundX Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FundX Investment Group, LLC reported 45 stock holdings with total value $411M as of Q4 2021. Top holdings included DSI, RPV, IJJ, QUAL, and OEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 45 $411M +$206M -$15.9M +$190M DSI, RPV, IJJ, QUAL, OEF 13F-HR 1/26/2022, 01:20 PM
Q3 2021 33 $212M +$8.46M -$1.21M +$7.25M RPV, IJJ, RDVY, JNK, SMH 13F-HR 11/3/2021, 02:40 PM
Q2 2021 11 $789M $0 $0 ONEQ, XRT, PKW, RPV, ILCG 13F-HR 7/27/2021, 12:24 PM
Q1 2021 39 $177M +$79.6M -$145M -$65.6M CWB, MGK, JNK, IWY, SMH 13F-HR 5/4/2021, 06:34 AM
Q4 2020 33 $240M +$19.5M -$34.1M -$14.6M VUG, MGK, QQQ, IWY, JNK 13F-HR 2/8/2021, 08:48 AM
Q3 2020 35 $260M +$94M -$49.3M +$44.7M MGK, VUG, IWY, QQQ, AGG 13F-HR 10/29/2020, 03:55 PM
Q2 2020 36 $237M +$120M -$112M +$7.88M QQQ, IEF, USIG, AGG, BIV 13F-HR 8/11/2020, 11:39 AM
Q1 2020 30 $270M +$162M -$69.6M +$92.3M AGG, SHY, SHV, MOAT, QQQ 13F-HR 4/24/2020, 03:32 PM
Q4 2019 60 $371M +$173M -$51.8M +$122M LQD, MOAT, SPLV, PWV, AGG 13F-HR 2/3/2020, 03:48 PM
Q3 2019 44 $282M +$102M -$42.4M +$59.5M SPLV, LQD, VIG, BND, USMV 13F-HR 11/8/2019, 12:38 PM
Q2 2019 43 $242M +$32.6M -$18.3M +$14.2M SPLV, VIG, HDV, BND, AGG 13F-HR 8/5/2019, 03:45 PM
Q1 2019 49 $295M +$85.3M -$53.9M +$31.4M SPLV, DIA, VIG, HDV, AGG 13F-HR 5/10/2019, 05:13 PM
Q4 2018 48 $269M +$207M -$71.9M +$135M DIA, VIG, HDV, MINT, VNLA 13F-HR 2/14/2019, 02:49 PM
Q3 2018 38 $181M +$33.1M -$10.2M +$23M MTUM, IWF, BNDX, MGK, IGV 13F-HR 10/22/2018, 06:09 PM
Q2 2018 38 $202M +$39.5M -$9.13M +$30.4M MTUM, DIA, IWF, BNDX, BWX 13F-HR 8/9/2018, 07:22 PM
Q1 2018 36 $191M +$21.2M -$9.03M +$12.2M MTUM, DIA, IWF, SMH, QQQXXXX 13F-HR 4/24/2018, 04:18 PM
Q4 2017 39 $198M +$102M -$17.7M +$84.3M MTUM, DIA, IWF, SMH, AAXJ 13F-HR 2/13/2018, 03:31 PM
Q3 2017 33 $238M +$9.45M -$10.2M -$742K VGK, MTUM, IEV, MGK, QQQXXXX 13F-HR 11/6/2017, 08:01 AM
Q2 2017 38 $245M +$203M -$24.3M +$179M VGK, MTUM, IEV, MGK, QQQXXXX 13F-HR 8/7/2017, 04:27 PM
Q1 2017 45 $238M +$65.4M -$109M -$43.8M IJJ, IWN, IJS, QQQXXXX, SMH 13F-HR 5/11/2017, 07:19 PM
Q4 2016 41 $286M +$47.7M -$18.1M +$29.7M DVY, SDY, IJJ, IJS, DES 13F-HR 2/8/2017, 07:02 AM
Q3 2016 46 $391M +$143M -$9.94M +$133M DVY, SDY, SPLVXXXX, IJJ, IJH 13F-HR 11/7/2016, 03:52 PM
Q2 2016 31 $400M +$188M -$2.83M +$185M SPLVXXXX, DVY, SDY, MTUM, QUAL 13F-HR 7/22/2016, 05:06 PM
Q1 2016 25 $402M +$221M -$4.7M +$216M IVW, SPLVXXXX, DVY, QQQXXXX, EFAV 13F-HR 5/9/2016, 12:03 PM
Q4 2015 20 $304M +$132M +$132M IVW, MGK, QQQXXXX, SPLVXXXX, VUG 13F-HR 2/10/2016, 03:14 PM
Q3 2015 16 $203M +$20.8M -$5.93M +$14.9M IVW, QQQXXXX, MGK, VUG, PJPXXXX 13F-HR 11/16/2015, 11:31 AM
Q2 2015 19 $241M +$38.5M -$10.2M +$28.3M IVW, QQQXXXX, MGK, VUG, BOND 13F-HR 8/11/2015, 08:10 AM
Q1 2015 24 $324M +$79.5M -$51.1M +$28.4M IVW, SPLVXXXX, MGK, QQQXXXX, VUG 13F-HR 4/30/2015, 06:35 AM
Q4 2014 21 $333M +$202M -$58.7M +$143M IVW, MGK, OEF, QQQXXXX, SPLVXXXX 13F-HR 1/29/2015, 02:21 PM
Q3 2014 19 $265M +$146M -$30.7M +$115M RPGXXXX, SPY, MGK, RPVXXXX, QQQXXXX 13F-HR 11/4/2014, 12:47 PM
Q2 2014 19 $260M +$94.2M -$38.5M +$55.7M SPY, PKWXXXX, RPGXXXX, VGK, FEZ 13F-HR 8/1/2014, 09:07 AM
Q1 2014 17 $238M +$45.8M -$1.78M +$44M SPY, PKWXXXX, RPGXXXX, IBB, QQQXXXX 13F-HR 4/28/2014, 10:36 AM
Q4 2013 22 $225M SPY, PKWXXXX, RPGXXXX, IBB, VCR 13F-HR 1/28/2014, 12:31 PM