BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

FundX Conservative ETF

· FundX Investment Trust
Monthly Holdings $56M AUM 9 positions Period Dec 2025 Filed Jun 17, 2026 EDGAR ↗ ← All Funds
All 8 New 1 Added 12 Reduced 9 Exited · Dec 2025 vs Sep 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Mount Vernon Liquid Assets Portfolio, LLC 990VR1110 6,968,840 SOLD $7.0M
Invesco S&P 500 Momentum ETF 46138E339 39,343 SOLD $4.8M
Vanguard Short-Term Inflation- 922020805 51,691 SOLD $2.6M
First Trust Senior Loan ETF 33738D309 56,023 SOLD $2.6M
iShares Core MSCI Europe ETF 46434V738 34,814 SOLD $2.4M
iShares MSCI EAFE Min Vol Fact 46429B689 23,611 SOLD $2.0M
PIMCO 1-5 Year U.S. TIPS Index 72201R205 24,559 SOLD $1.3M
VanEck IG Floating Rate ETF 92189F486 49,914 SOLD $1.3M
FlexShares iBoxx 3-Year Target 33939L506 41,114 SOLD $1.0M