Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FundX Investment Group, LLC (CIK 1427261) reported $411.0M across 45 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: DSI ($52.0M, 12.66%), RPV ($45.5M, 11.07%), IJJ ($45.1M, 10.98%), QUAL ($44.6M, 10.86%), OEF ($36.9M, 8.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DSI | ISHARES TR | $52.0M | 12.66% | 559,905 | New |
| 2 | RPV | INVESCO EXCHANGE TRADED FD T | $45.5M | 11.07% | 562,977 | Trimmed |
| 3 | IJJ | ISHARES TR | $45.1M | 10.98% | 407,912 | Trimmed |
| 4 | QUAL | ISHARES TR | $44.6M | 10.86% | 306,735 | New |
| 5 | OEF | ISHARES TR | $36.9M | 8.98% | 168,493 | New |
| 6 | RPG | INVESCO EXCHANGE TRADED FD T | $36.5M | 8.88% | 173,165 | Added |
| 7 | RDVY | FIRST TR EXCHANGE-TRADED FD | $22.9M | 5.57% | 442,153 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.1M | 3.67% | 37,956 | Added |
| 9 | JNK | SPDR SER TR | $14.4M | 3.51% | 132,958 | Trimmed |
| 10 | SMH | VANECK ETF TRUST | $12.5M | 3.05% | 40,565 | Added |
| 11 | PKW | INVESCO EXCHANGE TRADED FD T | $8.7M | 2.11% | 90,061 | Added |
| 12 | IJS | ISHARES TR | $8.1M | 1.98% | 77,721 | Trimmed |
| 13 | IWY | ISHARES TR | $6.8M | 1.67% | 39,507 | Added |
| 14 | KRE | SPDR SER TR | $6.2M | 1.50% | 86,897 | Trimmed |
| 15 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.2M | 1.26% | 97,668 | New |
| 16 | ILCG | ISHARES TR | $4.9M | 1.20% | 68,480 | Hold |
| 17 | SUSA | ISHARES TR | $4.8M | 1.17% | 45,124 | Added |
| 18 | VDE | VANGUARD WORLD FDS | $4.6M | 1.12% | 59,125 | New |
| 19 | XRT | SPDR SER TR | $3.9M | 0.94% | 42,656 | Trimmed |
| 20 | XLK | SELECT SECTOR SPDR TR | $3.4M | 0.83% | 19,656 | Added |
| 21 | SUSL | ISHARES TR | $3.2M | 0.78% | 37,769 | New |
| 22 | MGK | VANGUARD WORLD FD | $3.0M | 0.73% | 11,452 | Added |
| 23 | SWAN | AMPLIFY ETF TR | $2.3M | 0.57% | 67,337 | Trimmed |
| 24 | USSG | DBX ETF TR | $2.3M | 0.57% | 52,604 | New |
| 25 | ONEQ | FIDELITY COMWLTH TR | $2.1M | 0.50% | 33,738 | Added |
Source: SEC Form 13F filings · as of 2021-12-31