Sheaff Brock Investment Advisors’s EXL Service EXLS Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.08M	Sell	44,049 -1,357	-3%	-$65.3K	0.19%	95
2024 Q4	$2.02M	Buy	45,406 +8	+0%	+$346	0.18%	107
2024 Q3	$1.73M	Buy	45,398 +1,066	+2%	+$37.2K	0.15%	122
2024 Q2	$1.39M	Sell	44,332 -3,092	-7%	-$92.8K	0.13%	131
2024 Q1	$1.51M	Buy	47,424 +6,618	+16%	+$206K	0.1%	135
2023 Q4	$1.26M	Buy	40,806 +810	+2%	+$22.9K	0.1%	147
2023 Q3	$1.12M	Buy	39,996 +496	+1%	+$14.5K	0.1%	155
2023 Q2	$1.19M	Buy	39,500 +350	+0.9%	+$11K	0.1%	143
2023 Q1	$1.27M	Buy	39,150 +995	+3%	+$33K	0.12%	138
2022 Q4	$1.29M	Buy	+38,155	New	+$1.33M	0.13%	129

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's EXLS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its EXL Service (EXLS) stake by 3% in Q1 2025, selling an estimated $65.3K and leaving 44,049 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #95.

Sheaff Brock Investment Advisors first reported a position in EXLS in Q4 2022 and has held it in 10 quarters since. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

Sheaff Brock Investment Advisors held 44,049 shares of EXL Service worth $2.08M as of Q1 2025.
Sheaff Brock Investment Advisors sold 1,357 EXL Service shares in Q1 2025, an estimated $65.3K.
EXL Service made up 0.19% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #95 holding.
Sheaff Brock Investment Advisors first reported a position in EXL Service in Q4 2022 and has held it in 10 quarters since.
455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.