Ethos Financial Group, LLC's ownership history for XLU

Ethos Financial Group, LLC currently holds 397.7K shares with a market value of $17.0M. It started holding XLU on 2025-03-31. At its peak, it held 397.7K shares on 2025-12-31. Its highest holding value was $17.8M on 2025-09-30. At its lowest, it held 202.5K shares on 2025-06-30, with a value of $16.0M on 2025-03-31. In the recent 180 days, Ethos Financial Group, LLC has increased its shares by 193.8K. In the recent year, Ethos Financial Group, LLC has increased its shares by 195.0K.