- New Purchases: PHO, RPG, SWAN, BGRN, NUMV, IVW, SPYG, GRID,
- Added Positions: QQQ, PKW, IWY, MGK, VUG, SCHG,
- Reduced Positions: IJS, RDVY, CWB, XRT, RPV, SDG, XHB, IJJ, SMH, IWN, JKE, JNK, KRE,
- Sold Out: MDY, ESML, EWT, VDE, IWM, IJH, IJR, ITB, NUSC,
For the details of FundX Investment Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fundx+investment+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of FundX Investment Group, LLC- Invesco S&P 500 Pure Value ETF (RPV) - 600,682 shares, 21.52% of the total portfolio. Shares reduced by 5.03%
- ISHARES TRUST (IJJ) - 409,825 shares, 19.95% of the total portfolio. Shares reduced by 6.97%
- First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) - 463,278 shares, 10.39% of the total portfolio. Shares reduced by 7.41%
- SPDR Bloomberg High Yield Bond ETF (JNK) - 133,511 shares, 6.90% of the total portfolio. Shares reduced by 3.97%
- VanEck Vectors Semiconductor ETF (SMH) - 40,299 shares, 4.88% of the total portfolio. Shares reduced by 3.74%
FundX Investment Group, LLC initiated holding in Invesco Water Resources ETF. The purchase prices were between $53.78 and $59.6, with an estimated average price of $56.74. The stock is now traded at around $57.860000. The impact to a portfolio due to this purchase was 1.49%. The holding were 57,514 shares as of 2021-09-30.
New Purchase: Invesco S P 500 Pure Growth ETF (RPG)FundX Investment Group, LLC initiated holding in Invesco S P 500 Pure Growth ETF. The purchase prices were between $182.77 and $205.84, with an estimated average price of $195.45. The stock is now traded at around $213.970000. The impact to a portfolio due to this purchase was 1.3%. The holding were 14,261 shares as of 2021-09-30.
New Purchase: AMPLIFY ETF TR (SWAN)FundX Investment Group, LLC initiated holding in AMPLIFY ETF TR. The purchase prices were between $34.23 and $35.95, with an estimated average price of $35.24. The stock is now traded at around $35.950000. The impact to a portfolio due to this purchase was 1.09%. The holding were 67,370 shares as of 2021-09-30.
New Purchase: Nuveen ESG Mid-Cap Value ETF (NUMV)FundX Investment Group, LLC initiated holding in Nuveen ESG Mid-Cap Value ETF. The purchase prices were between $34.96 and $37.85, with an estimated average price of $36.75. The stock is now traded at around $39.120000. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,806 shares as of 2021-09-30.
New Purchase: iShares Global Green Bond ETF (BGRN)FundX Investment Group, LLC initiated holding in iShares Global Green Bond ETF. The purchase prices were between $54.75 and $56.03, with an estimated average price of $55.49. The stock is now traded at around $54.800000. The impact to a portfolio due to this purchase was 0.51%. The holding were 19,843 shares as of 2021-09-30.
New Purchase: ISHARES TRUST (IVW)FundX Investment Group, LLC initiated holding in ISHARES TRUST. The purchase prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $81.520000. The impact to a portfolio due to this purchase was 0.46%. The holding were 13,319 shares as of 2021-09-30.
Added: PowerShares QQQ Trust Ser 1 (QQQ)FundX Investment Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 108.45%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $393.200000. The impact to a portfolio due to this purchase was 1.98%. The holding were 22,535 shares as of 2021-09-30.
Sold Out: S&P MidCap 400 ETF (MDY)FundX Investment Group, LLC sold out a holding in S&P MidCap 400 ETF. The sale prices were between $467.11 and $504.69, with an estimated average price of $490.06.
Sold Out: iShares ESG Aware MSCI USA Small-Cap ETF (ESML)FundX Investment Group, LLC sold out a holding in iShares ESG Aware MSCI USA Small-Cap ETF. The sale prices were between $37.55 and $40.64, with an estimated average price of $39.45.
Sold Out: VANGUARD WORLD FDS (VDE)FundX Investment Group, LLC sold out a holding in VANGUARD WORLD FDS. The sale prices were between $63.01 and $76.32, with an estimated average price of $68.92.
Sold Out: iShares MSCI Taiwan ETF (EWT)FundX Investment Group, LLC sold out a holding in iShares MSCI Taiwan ETF. The sale prices were between $60.28 and $65.6, with an estimated average price of $63.75.
Sold Out: iShares Russell 2000 ETF (IWM)FundX Investment Group, LLC sold out a holding in iShares Russell 2000 ETF. The sale prices were between $211.09 and $230.69, with an estimated average price of $221.07.
Sold Out: iShares Core S&P Small-Cap ETF (IJR)FundX Investment Group, LLC sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $104.15 and $113.18, with an estimated average price of $109.65.
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