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 $4.67B AUM 13.65% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Peterson Wealth Services's XIFR Position: Q1 2025 in Review

Peterson Wealth Services sold out of XPLR Infrastructure LP (XIFR) in Q1 2025, closing a stake of 163 shares — an estimated $2.91K sold.

Peterson Wealth Services first reported a position in XIFR in Q4 2021 and held it in 10 quarters. The position peaked at $880K in Q2 2023. 233 funds tracked by Wall St. Rank hold XIFR as of Q1 2025.

  • Peterson Wealth Services reported no remaining XPLR Infrastructure LP position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 163 XPLR Infrastructure LP shares in Q1 2025, an estimated $2.91K.
  • Peterson Wealth Services first reported a position in XPLR Infrastructure LP in Q4 2021 and held it in 10 quarters.
  • Peterson Wealth Services's XPLR Infrastructure LP position peaked at $880K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.