Compass Wealth Management, LLC/GA's ownership history for XLU

Compass Wealth Management, LLC/GA currently holds 77.3K shares with a market value of $3.5M. It started holding XLU on 2025-06-30. At its peak, it held 77.3K shares on 2026-03-31. Its highest holding value was $3.5M on 2026-03-31. At its lowest, it held 30.9K shares on 2025-06-30, with a value of $2.5M on 2025-06-30. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 44.5K.