Copia Wealth Management's ownership history for XLF

Copia Wealth Management currently holds 14.0K shares with a market value of $768.5K. It started holding XLF on 2024-12-31. At its peak, it held 14.9K shares on 2025-09-30. Its highest holding value was $802.3K on 2025-09-30. At its lowest, it held 566 shares on 2024-12-31, with a value of $27.4K on 2024-12-31. In the recent 180 days, Copia Wealth Management has decreased its shares by 86. In the recent year, Copia Wealth Management has increased its shares by 13.5K.