Jackson, Grant Investment Advisers, Inc.'s ownership history for XLU

Jackson, Grant Investment Advisers, Inc. currently holds 22.2K shares with a market value of $1.0M. It started holding XLU on 2024-09-30. At its peak, it held 23.3K shares on 2025-12-31. Its highest holding value was $1.0M on 2026-03-31. At its lowest, it held 11.5K shares on 2024-12-31, with a value of $867.5K on 2024-12-31. In the recent 180 days, Jackson, Grant Investment Advisers, Inc. has increased its shares by 10.6K. In the recent year, Jackson, Grant Investment Advisers, Inc. has increased its shares by 10.7K.