Algorithmic Investment Models, LLC's ownership history for XLU

Algorithmic Investment Models, LLC currently holds 59.5K shares with a market value of $5.2M. It started holding XLU on 2024-09-30. At its peak, it held 77.1K shares on 2024-12-31. Its highest holding value was $6.2M on 2025-06-30. At its lowest, it held 59.5K shares on 2025-09-30, with a value of $4.8M on 2024-09-30. In the recent 180 days, Algorithmic Investment Models, LLC has decreased its shares by 6.6K. In the recent year, Algorithmic Investment Models, LLC has decreased its shares by 457.