Koa Wealth Management, LLC's ownership history for XLU

Koa Wealth Management, LLC currently holds 43.8K shares with a market value of $1.9M. It started holding XLU on 2024-09-30. At its peak, it held 43.8K shares on 2025-12-31. Its highest holding value was $3.0M on 2024-09-30. At its lowest, it held 25.8K shares on 2025-09-30, with a value of $1.9M on 2025-12-31. In the recent 180 days, Koa Wealth Management, LLC has increased its shares by 12.9K. In the recent year, Koa Wealth Management, LLC has increased its shares by 7.8K.