Copia Wealth Management's ownership history for XLE

Copia Wealth Management currently holds 7.6K shares with a market value of $341.9K. It started holding XLE on 2024-12-31. At its peak, it held 7.6K shares on 2025-12-31. Its highest holding value was $357.3K on 2025-09-30. At its lowest, it held 3.1K shares on 2025-06-30, with a value of $258.8K on 2025-06-30. In the recent 180 days, Copia Wealth Management has increased its shares by 4.6K. In the recent year, Copia Wealth Management has increased its shares by 3.6K.