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

Baker Tilly 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
2023
Q2 		– Sell
-24,136
Closed -$450K – 562
2023
Q1 		$450K Buy
+24,136
New +$467K 0.05% 361

Other funds holding JETS

Jane Street
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baker Tilly Wealth Management's JETS Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of US Global Jets ETF (JETS) in Q2 2023, closing a stake of 24,136 shares — an estimated $450K sold.

Baker Tilly Wealth Management first reported a position in JETS in Q1 2023 and held it in 1 quarter. The position peaked at $450K in Q1 2023. 232 funds tracked by Wall St. Rank hold JETS as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining US Global Jets ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 24,136 US Global Jets ETF shares in Q2 2023, an estimated $450K.
  • Baker Tilly Wealth Management first reported a position in US Global Jets ETF in Q1 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's US Global Jets ETF position peaked at $450K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.