Position in XOS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$0
+$0 QoQ
Shares Held
12,048
0.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOS Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $2,784,713 across 2 Farm & Heavy Construction Machinery names. XOS ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,615 | $2,784,713 | |
| 2 | XOS |
Xos, Inc.
This page
|
12,048 | $0 |
No Holdings History
No holdings records found for this institution in XOS.