Peak Retirement Planning, Inc.'s ownership history for XLY

Peak Retirement Planning, Inc. currently holds 3.2K shares with a market value of $344.0K. It started holding XLY on 2025-06-30. At its peak, it held 45.9K shares on 2025-09-30. Its highest holding value was $11.0M on 2025-09-30. At its lowest, it held 3.2K shares on 2026-03-31, with a value of $344.0K on 2026-03-31. In the recent 180 days, Peak Retirement Planning, Inc. has decreased its shares by 42.8K.