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Aspen Wealth Strategies’s US Global Jets ETF JETS Stock Holding History

Aspen Wealth Strategies’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
Q3 		– Sell
-32,387
Closed -$694K – 77
2023
Q2 		$694K Buy
+32,387
New +$608K 0.53% 33

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Aspen Wealth Strategies's JETS Position: Q3 2023 in Review

Aspen Wealth Strategies sold out of US Global Jets ETF (JETS) in Q3 2023, closing a stake of 32,387 shares — an estimated $694K sold.

Aspen Wealth Strategies first reported a position in JETS in Q2 2023 and held it in 1 quarter. The position peaked at $694K in Q2 2023. 229 funds tracked by Wall St. Rank hold JETS as of Q3 2023.

  • Aspen Wealth Strategies reported no remaining US Global Jets ETF position as of Q3 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 32,387 US Global Jets ETF shares in Q3 2023, an estimated $694K.
  • Aspen Wealth Strategies first reported a position in US Global Jets ETF in Q2 2023 and held it in 1 quarter.
  • Aspen Wealth Strategies's US Global Jets ETF position peaked at $694K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2023.

Based on Aspen Wealth Strategies's 13F filing for Q3 2023, filed 1 Nov 2023.