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Albion Financial Group’s US Global Jets ETF JETS Stock Holding History

Albion Financial Group’s Portfolio JETS Stock Details JETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$4K – 493
2022
Q3 		$4K Hold
250
– – ﹤0.01% 360
2022
Q2 		$4K Hold
250
– – ﹤0.01% 366
2022
Q1 		$5K Hold
250
– – ﹤0.01% 412
2021
Q4 		$5K Hold
250
– – ﹤0.01% 452
2021
Q3 		$6K Hold
250
– – ﹤0.01% 404
2021
Q2 		$6K Buy
+250
New +$6.53K ﹤0.01% 397
2020
Q4 		$6K Buy
+250
New +$5.04K ﹤0.01% 375

Other funds holding JETS

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Albion Financial Group's JETS Position: Q4 2022 in Review

Albion Financial Group sold out of US Global Jets ETF (JETS) in Q4 2022, closing a stake of 250 shares — an estimated $4K sold.

Albion Financial Group first reported a position in JETS in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 262 funds tracked by Wall St. Rank hold JETS as of Q4 2022.

  • Albion Financial Group reported no remaining US Global Jets ETF position as of Q4 2022 after selling out during the quarter.
  • Albion Financial Group sold 250 US Global Jets ETF shares in Q4 2022, an estimated $4K.
  • Albion Financial Group first reported a position in US Global Jets ETF in Q4 2020 and held it in 7 quarters.
  • Albion Financial Group's US Global Jets ETF position peaked at $6K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2022.

Based on Albion Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.