Advisors Preferred’s iShares Global Utilities ETF JXI Stock Holding History

Advisors Preferred’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,169	Closed	-$865K	–	242
2024 Q3	$865K	Buy	+12,169	New	+$793K	0.13%	81
2020 Q2	–	Sell	-521	Closed	-$26K	–	157
2020 Q1	$26K	Sell	521 -4,271	-89%	-$248K	0.02%	96
2019 Q4	$281K	Buy	+4,792	New	+$276K	0.08%	81
2019 Q3	–	Sell	-3,157	Closed	-$172K	–	257
2019 Q2	$172K	Buy	3,157 +2,971	+1,597%	+$161K	0.06%	86
2019 Q1	$10K	Sell	186 -504	-73%	-$26.2K	﹤0.01%	187
2018 Q4	$34K	Buy	+690	New	+$34.5K	0.04%	99
2014 Q3	–	Sell	-3,323	Closed	-$167K	–	299
2014 Q2	$167K	Buy	+3,323	New	+$163K	0.08%	89

Other funds holding JXI

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Advisors Preferred's JXI Position: Q4 2024 in Review

Advisors Preferred sold out of iShares Global Utilities ETF (JXI) in Q4 2024, closing a stake of 12,169 shares — an estimated $865K sold.

Advisors Preferred first reported a position in JXI in Q2 2014 and held it in 7 quarters. The position peaked at $865K in Q3 2024. 52 funds tracked by Wall St. Rank hold JXI as of Q4 2024.

Advisors Preferred reported no remaining iShares Global Utilities ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 12,169 iShares Global Utilities ETF shares in Q4 2024, an estimated $865K.
Advisors Preferred first reported a position in iShares Global Utilities ETF in Q2 2014 and held it in 7 quarters.
Advisors Preferred's iShares Global Utilities ETF position peaked at $865K in Q3 2024.
52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.