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Arkadios Wealth Advisors’s US Global Jets ETF JETS Stock Holding History

Arkadios Wealth Advisors’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
2023
Q1 		– Sell
-10,741
Closed -$183K – 621
2022
Q4 		$183K Sell
10,741
-3,220
-23% -$56.1K 0.02% 531
2022
Q3 		$210K Buy
13,961
+1,705
+14% +$29.7K 0.03% 472
2022
Q2 		$202K Sell
12,256
-1,770
-13% -$34.9K 0.03% 509
2022
Q1 		$305K Sell
14,026
-7,306
-34% -$154K 0.04% 423
2021
Q4 		$450K Sell
21,332
-2,316
-10% -$51.7K 0.06% 353
2021
Q3 		$558K Sell
23,648
-3,750
-14% -$86.5K 0.08% 268
2021
Q2 		$662K Buy
27,398
+12,270
+81% +$321K 0.08% 273
2021
Q1 		$407K Sell
15,128
-3,529
-19% -$86.6K 0.07% 290
2020
Q4 		$417K Buy
18,657
+2,550
+16% +$51.4K 0.09% 219
2020
Q3 		$282K Buy
16,107
+1,325
+9% +$22.5K 0.14% 145
2020
Q2 		$237K Buy
14,782
+7,064
+92% +$107K 0.13% 144
2020
Q1 		$114K Buy
+7,718
New +$200K 0.07% 221

Other funds holding JETS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arkadios Wealth Advisors's JETS Position: Q1 2023 in Review

Arkadios Wealth Advisors sold out of US Global Jets ETF (JETS) in Q1 2023, closing a stake of 10,741 shares — an estimated $183K sold.

Arkadios Wealth Advisors first reported a position in JETS in Q1 2020 and held it in 12 quarters. The position peaked at $662K in Q2 2021. 245 funds tracked by Wall St. Rank hold JETS as of Q1 2023.

  • Arkadios Wealth Advisors reported no remaining US Global Jets ETF position as of Q1 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,741 US Global Jets ETF shares in Q1 2023, an estimated $183K.
  • Arkadios Wealth Advisors first reported a position in US Global Jets ETF in Q1 2020 and held it in 12 quarters.
  • Arkadios Wealth Advisors's US Global Jets ETF position peaked at $662K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.