Soltis Investment Advisors LLC's ownership history for XLU


Soltis Investment Advisors LLC currently holds 7.8K shares with a market value of $358.5K. It started holding XLU on 2024-09-30. At its peak, it held 60.2K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 4.1K shares on 2025-09-30, with a value of $358.5K on 2026-03-31. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 3.7K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 2.7K.


Soltis Investment Advisors LLC's ownership history for XLU