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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return