Atria Wealth Solutions’s iShares Global Utilities ETF JXI Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-10,314	Closed	-$618K	–	1988
2024 Q2	$618K	Buy	10,314 +5,410	+110%	+$330K	0.01%	1130
2024 Q1	$290K	Sell	4,904 -365	-7%	-$20.7K	﹤0.01%	1573
2023 Q4	$308K	Buy	5,269 +4	+0.1%	+$225	﹤0.01%	1485
2023 Q3	$284K	Hold	5,265	–	–	﹤0.01%	1447
2023 Q2	$315K	Sell	5,265 -30	-0.6%	-$1.83K	﹤0.01%	1407
2023 Q1	$320K	Hold	5,295	–	–	﹤0.01%	1376
2022 Q4	$319K	Buy	5,295 +3	+0.1%	+$174	0.01%	1326
2022 Q3	$290K	Hold	5,292	–	–	0.01%	1321
2022 Q2	$318K	Buy	5,292 +2,011	+61%	+$128K	0.01%	1186
2022 Q1	$216K	Buy	+3,281	New	+$205K	﹤0.01%	1542

Other funds holding JXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's JXI Position: Q3 2024 in Review

Atria Wealth Solutions sold out of iShares Global Utilities ETF (JXI) in Q3 2024, closing a stake of 10,314 shares — an estimated $618K sold.

Atria Wealth Solutions first reported a position in JXI in Q1 2022 and held it in 10 quarters. The position peaked at $618K in Q2 2024. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2024.

Atria Wealth Solutions reported no remaining iShares Global Utilities ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,314 iShares Global Utilities ETF shares in Q3 2024, an estimated $618K.
Atria Wealth Solutions first reported a position in iShares Global Utilities ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's iShares Global Utilities ETF position peaked at $618K in Q2 2024.
54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.