BPA
JXI icon

Beacon Pointe Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Beacon Pointe Advisors’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 		$372K Sell
4,373
-3,556
-45% -$305K ﹤0.01% 1486
2026
Q1 		$685K Sell
7,929
-724
-8% -$60.7K ﹤0.01% 1158
2025
Q4 		$681K Buy
+8,653
New +$691K ﹤0.01% 962

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 Pointe Advisors's JXI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Global Utilities ETF (JXI) stake by 45% in Q2 2026, selling an estimated $305K and leaving 4,373 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Beacon Pointe Advisors first reported a position in JXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $685K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Beacon Pointe Advisors held 4,373 shares of iShares Global Utilities ETF worth $372K as of Q2 2026.
  • Beacon Pointe Advisors sold 3,556 iShares Global Utilities ETF shares in Q2 2026, an estimated $305K.
  • iShares Global Utilities ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1486 holding.
  • Beacon Pointe Advisors first reported a position in iShares Global Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's iShares Global Utilities ETF position peaked at $685K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.