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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's JXI Position: Q1 2026 in Review

AE Wealth Management increased its iShares Global Utilities ETF (JXI) stake by 311% in Q1 2026, buying an estimated $29.8K and bringing the position to 469 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

AE Wealth Management first reported a position in JXI in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • AE Wealth Management held 469 shares of iShares Global Utilities ETF worth $40.5K as of Q1 2026.
  • AE Wealth Management bought 355 iShares Global Utilities ETF shares in Q1 2026, an estimated $29.8K.
  • iShares Global Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2007 holding.
  • AE Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.