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AE Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

AE Wealth Management’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
2026
Q2 		$9.69K Sell
114
-355
-76% -$30.4K ﹤0.01% 2391
2026
Q1 		$40.5K Buy
469
+355
+311% +$29.8K ﹤0.01% 2007
2025
Q4 		$8.97K Buy
+114
New +$9.1K ﹤0.01% 2151

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's JXI Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Utilities ETF (JXI) stake by 76% in Q2 2026, selling an estimated $30.4K and leaving 114 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

AE Wealth Management first reported a position in JXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.5K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • AE Wealth Management held 114 shares of iShares Global Utilities ETF worth $9.69K as of Q2 2026.
  • AE Wealth Management sold 355 iShares Global Utilities ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Global Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2391 holding.
  • AE Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares Global Utilities ETF position peaked at $40.5K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.