Cavalier Investments, LLC's ownership history for XLU

Cavalier Investments, LLC currently holds 79.6K shares with a market value of $3.7M. It started holding XLU on 2024-09-30. At its peak, it held 79.6K shares on 2026-03-31. Its highest holding value was $3.7M on 2026-03-31. At its lowest, it held 27.8K shares on 2025-03-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, Cavalier Investments, LLC has increased its shares by 48.6K.

It has also owned 2.0K contracts of calls, with the market value of the underlying securities totaling $9.2M on 2026-03-31. At its peak, it held 2.0K contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $9.2M on 2026-03-31. At its lowest, it held 2.0K contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $9.2M on 2026-03-31.