Simplicity Wealth,LLC's ownership history for XLU

Simplicity Wealth,LLC currently holds 44.3K shares with a market value of $2.0M. It started holding XLU on 2024-09-30. At its peak, it held 49.1K shares on 2025-12-31. Its highest holding value was $2.1M on 2025-12-31. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $395.6K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 29.2K. In the recent year, Simplicity Wealth,LLC has increased its shares by 39.4K.