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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

BXP holding history

BXP, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BXP overviewAll 13F holders of BXPFull Q2 2026 holdings

Shares (Q2 2026)
12,400
Value
$822.2K
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of BXP by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,400$822.2K0.2%−1,250−9.2%ReducedHolders
Q1 202613,650$708.4K0.2%−500−3.5%ReducedHolders
Q4 202514,150$954.8K0.2%−50−0.4%ReducedHolders
Q3 202514,200$1.06M0.3%−900−6.0%ReducedHolders
Q2 202515,100$1.02M0.3%−600−3.8%ReducedHolders
Q1 202515,700$1.05M0.3%−100−0.6%ReducedHolders
Q4 202415,800$1.17M0.3%00.0%UnchangedHolders
Q3 202415,800$1.27M0.4%+100+0.6%AddedHolders
Q2 202415,700$966.5K0.3%+750+5.0%AddedHolders
Q1 202414,950$976.4K0.3%+50+0.3%AddedHolders
Q4 202314,900$1.05M0.4%−900−5.7%ReducedHolders
Q3 202315,800$939.8K0.4%+1,600+11.3%AddedHolders
Q2 202314,200$817.8K0.3%+14,200NewHolders