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

Avantax 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
2025
Q2 		$1.94M Sell
26,270
-725
-3% -$51.8K 0.01% 817
2025
Q1 		$1.87M Sell
26,995
-654
-2% -$43.5K 0.01% 772
2024
Q4 		$1.77M Sell
27,649
-210
-0.8% -$14.3K 0.01% 767
2024
Q3 		$1.97M Hold
27,859
– – 0.01% 705
2024
Q2 		$1.67M Sell
27,859
-127
-0.5% -$7.75K 0.01% 734
2024
Q1 		$1.65M Sell
27,986
-485
-2% -$27.5K 0.01% 589
2023
Q4 		$1.66M Sell
28,471
-864
-3% -$48.6K 0.02% 559
2023
Q3 		$1.58M Buy
29,335
+24
+0.1% +$1.4K 0.02% 536
2023
Q2 		$1.75M Sell
29,311
-258
-0.9% -$15.7K 0.02% 495
2023
Q1 		$1.79M Sell
29,569
-311
-1% -$18.4K 0.02% 471
2022
Q4 		$1.8M Buy
29,880
+398
+1% +$23.1K 0.02% 452
2022
Q3 		$1.61M Buy
29,482
+976
+3% +$60.4K 0.02% 424
2022
Q2 		$1.71M Buy
28,506
+759
+3% +$48.2K 0.03% 412
2022
Q1 		$1.83M Buy
27,747
+1,455
+6% +$91K 0.03% 398
2021
Q4 		$1.7M Buy
26,292
+1,309
+5% +$80.9K 0.03% 396
2021
Q3 		$1.48M Buy
24,983
+1,864
+8% +$116K 0.02% 398
2021
Q2 		$1.38M Buy
23,119
+2,935
+15% +$182K 0.03% 407
2021
Q1 		$1.21M Buy
20,184
+9,051
+81% +$536K 0.03% 387
2020
Q4 		$667K Sell
11,133
-21,592
-66% -$1.28M 0.02% 469
2020
Q3 		$1.83M Buy
+32,725
New +$1.84M 0.03% 380

Other funds holding JXI

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Advisory Services's JXI Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Global Utilities ETF (JXI) stake by 2.7% in Q2 2025, selling an estimated $51.8K and leaving 26,270 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #817.

Avantax Advisory Services first reported a position in JXI in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.97M in Q3 2024. 59 funds tracked by Wall St. Rank hold JXI as of Q2 2025.

  • Avantax Advisory Services held 26,270 shares of iShares Global Utilities ETF worth $1.94M as of Q2 2025.
  • Avantax Advisory Services sold 725 iShares Global Utilities ETF shares in Q2 2025, an estimated $51.8K.
  • iShares Global Utilities ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #817 holding.
  • Avantax Advisory Services first reported a position in iShares Global Utilities ETF in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's iShares Global Utilities ETF position peaked at $1.97M in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.