Skip to main content

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

XIFR holding history

XPLR Infrastructure, LP 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.

XIFR overviewAll 13F holders of XIFRFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of XIFR by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−2,690−100.0%Sold outHolders
Q1 20222,690$224.0K0.1%00.0%UnchangedHolders
Q4 20212,690$227.0K0.1%00.0%UnchangedHolders
Q3 20212,690$203.0K0.1%00.0%UnchangedHolders
Q2 20212,690$205.0K0.1%+2,690NewHolders