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Allworth Financial’s iShares Global Utilities ETF JXI Stock Holding History

Allworth Financial’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 		$74.9K Buy
867
+582
+204% +$48.8K ﹤0.01% 2044
2025
Q4 		$22.4K Hold
285
– – ﹤0.01% 2740
2025
Q3 		$22.1K Hold
285
– – ﹤0.01% 2645
2025
Q2 		$21K Hold
285
– – ﹤0.01% 2481
2025
Q1 		$20.1K Buy
+285
New +$18.9K ﹤0.01% 2080

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 $31B AUM 28.39% 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

Allworth Financial's JXI Position: Q1 2026 in Review

Allworth Financial increased its iShares Global Utilities ETF (JXI) stake by 204% in Q1 2026, buying an estimated $48.8K and bringing the position to 867 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Allworth Financial first reported a position in JXI in Q1 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Allworth Financial held 867 shares of iShares Global Utilities ETF worth $74.9K as of Q1 2026.
  • Allworth Financial bought 582 iShares Global Utilities ETF shares in Q1 2026, an estimated $48.8K.
  • iShares Global Utilities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2044 holding.
  • Allworth Financial first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.