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

Beacon Investment 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
2026
Q2 		$136K Hold
1,600
– – 0.01% 293
2026
Q1 		$138K Buy
+1,600
New +$134K 0.01% 289

Other funds holding JXI

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Investment Advisory Services's JXI Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Global Utilities ETF (JXI) position steady in Q2 2026 at 1,600 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #293.

Beacon Investment Advisory Services first reported a position in JXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $138K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Beacon Investment Advisory Services held 1,600 shares of iShares Global Utilities ETF worth $136K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares Global Utilities ETF share count unchanged in Q2 2026.
  • iShares Global Utilities ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #293 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Global Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's iShares Global Utilities ETF position peaked at $138K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.