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Disclosery

RATIONAL ADVISORS, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on XLU, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 905,679 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 905,679 shares
    Change vs previous 13F -17,484 shares

    3.77% of the 13F portfolio, value $41,063,486.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 923,163 shares
    Change vs previous 13F -44,520 shares

    4.32% of the 13F portfolio, value $42,363,950.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 967,683 shares
    Change vs previous 13F +426,818 shares

    4.23% of the 13F portfolio, value $41,310,387.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 540,865 shares
    Change vs previous 13F +30,064 shares

    4.69% of the 13F portfolio, value $47,168,837.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 510,801 shares
    Change vs previous 13F +63,351 shares

    4.13% of the 13F portfolio, value $41,712,010.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 447,450 shares
    Change vs previous 13F -78,084 shares

    3.56% of the 13F portfolio, value $35,281,433.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 525,534 shares
    Change vs previous 13F +138,774 shares

    3.89% of the 13F portfolio, value $39,777,669.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 386,760 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $31,242,473.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).