CAPTRUST FINANCIAL ADVISORS's ownership history for XLU

CAPTRUST FINANCIAL ADVISORS currently holds 531.2K shares with a market value of $24.4M. It started holding XLU on 2024-09-30. At its peak, it held 531.2K shares on 2026-03-31. Its highest holding value was $24.4M on 2026-03-31. At its lowest, it held 211.7K shares on 2024-09-30, with a value of $16.6M on 2024-12-31. In the recent 180 days, CAPTRUST FINANCIAL ADVISORS has increased its shares by 274.7K. In the recent year, CAPTRUST FINANCIAL ADVISORS has increased its shares by 311.3K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $4.6K on 2026-03-31. At its peak, it held 1 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $4.6K on 2026-03-31. At its lowest, it held 1 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $4.6K on 2026-03-31.