Estate Counselors, LLC XLK holdings history
SS TECHNOLOGY SELECT SECTOR · CUSIP 81369Y803 · CIK 1559832
As of 2026-06-30, Estate Counselors, LLC reported 39.38K XLK (shares), valued at $7.50M, or 0.65% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 1.97%; reported value increased 40.54%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.65% | 39,380 | SEC filing ↗Filed Aug 7, 2026Combination report |
| Q1 2026 | 0.48% | 40,170 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 1.30% | 107,575 | SEC filing ↗Filed Feb 2, 2026Combination report |
| Q3 2025 | 0.55% | 22,870 | SEC filing ↗Filed Oct 31, 2025Combination report |
| Q2 2025 | 0.53% | 21,235 | SEC filing ↗Filed Aug 11, 2025Combination report |
| Q1 2025 | 0.81% | 38,009 | SEC filing ↗Filed May 14, 2025Combination report |
| Q4 2024 | 0.95% | 38,237 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 0.88% | 37,824 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 0.94% | 37,875 | SEC filing ↗Filed Aug 8, 2024Combination report |
| Q1 2024 | 0.90% | 37,585 | SEC filing ↗Filed May 14, 2024Combination report |
| Q4 2023 | 0.90% | 37,890 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.90% | 37,890 | $7.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.90% | 37,585 | $7.83M | Shares decreased 0.80%; reported value increased 7.33%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 0.94% | 37,875 | $8.57M | Shares increased 0.77%; reported value increased 9.46%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.88% | 37,824 | $8.54M | Shares decreased 0.13%; reported value decreased 0.34%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.95% | 38,237 | $8.89M | Shares increased 1.09%; reported value increased 4.12%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.81% | 38,009 | $7.85M | Shares decreased 0.60%; reported value decreased 11.73%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.53% | 21,235 | $5.38M | Shares decreased 44.13%; reported value decreased 31.48%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.55% | 22,870 | $6.45M | Shares increased 7.70%; reported value increased 19.88%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.30% | 107,575 | $15.49M | Shares increased 370.38%; reported value increased 140.26%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 0.48% | 40,170 | $5.34M | Shares decreased 62.66%; reported value decreased 65.53%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.65% | 39,380 | $7.50M | Shares decreased 1.97%; reported value increased 40.54%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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