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Ameritas Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-307
Closed -$18.6K – 1625
2023
Q1 		$18.6K Buy
+307
New +$18.2K ﹤0.01% 1679

Other funds holding JXI

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Ameritas Advisory Services's JXI Position: Q2 2023 in Review

Ameritas Advisory Services sold out of iShares Global Utilities ETF (JXI) in Q2 2023, closing a stake of 307 shares — an estimated $18.6K sold.

Ameritas Advisory Services first reported a position in JXI in Q1 2023 and held it in 1 quarter. The position peaked at $18.6K in Q1 2023. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2023.

  • Ameritas Advisory Services reported no remaining iShares Global Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 307 iShares Global Utilities ETF shares in Q2 2023, an estimated $18.6K.
  • Ameritas Advisory Services first reported a position in iShares Global Utilities ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's iShares Global Utilities ETF position peaked at $18.6K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.