Sovereign Financial Group, Inc.'s ownership history for XLU

Sovereign Financial Group, Inc. currently holds 17.7K shares with a market value of $757.0K. It started holding XLU on 2024-09-30. At its peak, it held 17.7K shares on 2025-12-31. Its highest holding value was $757.0K on 2025-12-31. At its lowest, it held 7.2K shares on 2024-12-31, with a value of $547.3K on 2024-12-31. In the recent 180 days, Sovereign Financial Group, Inc. has increased its shares by 9.9K. In the recent year, Sovereign Financial Group, Inc. has increased its shares by 10.5K.