PWS
XIFR

Peterson Wealth Services’s XPLR Infrastructure LP XIFR Stock Holding History

Peterson Wealth Services’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-163
Closed -$2.91K – 231
2024
Q4 		$2.91K Buy
163
+57
+54% +$1.14K ﹤0.01% 203
2024
Q3 		$2.92K Buy
+106
New +$2.75K ﹤0.01% 204
2023
Q4 		– Sell
-16,457
Closed -$489K – 110
2023
Q3 		$489K Buy
16,457
+1,444
+10% +$73.1K 0.37% 47
2023
Q2 		$880K Buy
15,013
+606
+4% +$36.4K 0.42% 61
2023
Q1 		$875K Buy
14,407
+3,273
+29% +$225K 0.45% 64
2022
Q4 		$780K Buy
11,134
+1,398
+14% +$105K 0.45% 57
2022
Q3 		$704K Buy
9,736
+2,190
+29% +$175K 0.5% 54
2022
Q2 		$560K Buy
7,546
+1,397
+23% +$100K 0.4% 51
2022
Q1 		$513K Buy
6,149
+1,552
+34% +$119K 0.32% 54
2021
Q4 		$388K Buy
+4,597
New +$385K 0.26% 56

Other funds holding XIFR

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return