USA FINANCIAL FORMULAS's ownership history for XLE

USA FINANCIAL FORMULAS currently holds 5.8K shares with a market value of $259.9K. It started holding XLE on 2024-12-31. At its peak, it held 5.8K shares on 2025-12-31. Its highest holding value was $390.5K on 2025-03-31. At its lowest, it held 3.3K shares on 2025-09-30, with a value of $259.9K on 2025-12-31. In the recent 180 days, USA FINANCIAL FORMULAS has increased its shares by 1.6K.