Cavalier Investments, LLC's ownership history for XLF

Cavalier Investments, LLC currently holds 5.5K shares with a market value of $269.8K. It started holding XLF on 2024-09-30. At its peak, it held 151.1K shares on 2025-12-31. Its highest holding value was $8.3M on 2025-12-31. At its lowest, it held 5.5K shares on 2026-03-31, with a value of $269.8K on 2026-03-31. In the recent 180 days, Cavalier Investments, LLC has decreased its shares by 141.0K. In the recent year, Cavalier Investments, LLC has decreased its shares by 136.9K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $10.8M on 2025-09-30. At its peak, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $10.8M on 2025-09-30. At its lowest, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $10.8M on 2025-09-30.