Summit Financial, LLC's ownership history for XLU

Summit Financial, LLC currently holds 757.3K shares with a market value of $32.3M. It started holding XLU on 2024-09-30. At its peak, it held 757.3K shares on 2025-12-31. Its highest holding value was $33.4M on 2025-09-30. At its lowest, it held 39.8K shares on 2024-09-30, with a value of $3.2M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 398.6K. In the recent year, Summit Financial, LLC has increased its shares by 712.8K.