Uptown Financial Advisors LLC's ownership history for XLU

Uptown Financial Advisors LLC currently holds 45.2K shares with a market value of $2.1M. It started holding XLU on 2024-12-31. At its peak, it held 45.2K shares on 2026-03-31. Its highest holding value was $2.1M on 2026-03-31. At its lowest, it held 6.3K shares on 2024-12-31, with a value of $474.9K on 2024-12-31. In the recent 180 days, Uptown Financial Advisors LLC has increased its shares by 28.4K. In the recent year, Uptown Financial Advisors LLC has increased its shares by 32.5K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $174.4K on 2025-09-30. At its peak, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $174.4K on 2025-09-30. At its lowest, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $174.4K on 2025-09-30.

It has also owned 20 contracts of puts, with the market value of the underlying securities totaling $174.4K on 2025-09-30. At its peak, it held 20 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $174.4K on 2025-09-30. At its lowest, it held 20 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $174.4K on 2025-09-30.