Beacon Pointe Advisors, LLC's ownership history for XLU


Beacon Pointe Advisors, LLC currently holds 150.5K shares with a market value of $6.4M. It started holding XLU on 2024-09-30. At its peak, it held 150.5K shares on 2025-12-31. Its highest holding value was $7.2M on 2025-06-30. At its lowest, it held 69.2K shares on 2025-03-31, with a value of $5.5M on 2025-03-31. In the recent 180 days, Beacon Pointe Advisors, LLC has increased its shares by 62.2K. In the recent year, Beacon Pointe Advisors, LLC has increased its shares by 59.5K.


Beacon Pointe Advisors, LLC's ownership history for XLU