Ethos Financial Group, LLC's ownership history for XLE

Ethos Financial Group, LLC currently holds 134.7K shares with a market value of $12.0M. It started holding XLE on 2024-09-30. At its peak, it held 138.8K shares on 2025-03-31. Its highest holding value was $12.0M on 2025-09-30. At its lowest, it held 120.9K shares on 2024-09-30, with a value of $10.6M on 2024-09-30. In the recent 180 days, Ethos Financial Group, LLC has decreased its shares by 4.1K. In the recent year, Ethos Financial Group, LLC has increased its shares by 13.8K.