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Avitas Wealth Management’s US Global Jets ETF JETS Stock Holding History

Avitas Wealth Management’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
2020
Q2 		– Sell
-41,700
Closed -$53K – 175
2020
Q1 		$53K Buy
+41,700
New +$1.08M 0.02% 126

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avitas Wealth Management's JETS Position: Q2 2021 in Review

Avitas Wealth Management sold out of US Global Jets ETF (JETS) in Q2 2021, closing a stake of 10,546 shares — an estimated $284K sold.

Avitas Wealth Management first reported a position in JETS in Q1 2020 and held it in 5 quarters. The position peaked at $666K in Q1 2020. 321 funds tracked by Wall St. Rank hold JETS as of Q2 2021.

  • Avitas Wealth Management reported no remaining US Global Jets ETF position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 10,546 US Global Jets ETF shares in Q2 2021, an estimated $284K.
  • Avitas Wealth Management first reported a position in US Global Jets ETF in Q1 2020 and held it in 5 quarters.
  • Avitas Wealth Management's US Global Jets ETF position peaked at $666K in Q1 2020.
  • 321 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.