Evanson Asset Management, LLC's ownership history for XLU

Evanson Asset Management, LLC currently holds 13.8K shares with a market value of $588.6K. It started holding XLU on 2024-09-30. At its peak, it held 13.8K shares on 2025-12-31. Its highest holding value was $600.6K on 2025-09-30. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $232.2K on 2025-06-30. In the recent 180 days, Evanson Asset Management, LLC has increased its shares by 10.9K. In the recent year, Evanson Asset Management, LLC has increased its shares by 6.9K.