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


Jackson, Grant Investment Advisers, Inc. currently holds 32.0K shares with a market value of $3.5M. It started holding XLY on 2024-09-30. At its peak, it held 32.0K shares on 2026-03-31. Its highest holding value was $4.2M on 2024-12-31. At its lowest, it held 16.2K shares on 2025-06-30, with a value of $3.5M on 2025-03-31. In the recent 180 days, Jackson, Grant Investment Advisers, Inc. has increased its shares by 15.7K. In the recent year, Jackson, Grant Investment Advisers, Inc. has increased its shares by 14.5K.


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