Blue Bell Private Wealth Management’s US Global Jets ETF JETS Stock Holding History

Blue Bell Private 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
2024 Q1	–	Sell	-50	Closed	-$952	–	739
2023 Q4	$952	Hold	50	–	–	﹤0.01%	676
2023 Q3	$852	Hold	50	–	–	﹤0.01%	637
2023 Q2	$1.07K	Hold	50	–	–	﹤0.01%	636
2023 Q1	$932	Hold	50	–	–	﹤0.01%	616
2022 Q4	$854	Hold	50	–	–	﹤0.01%	646
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	685
2022 Q2	$1K	Buy	+50	New	+$985	﹤0.01%	735

Other funds holding JETS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Bell Private Wealth Management's JETS Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of US Global Jets ETF (JETS) in Q1 2024, closing a stake of 50 shares — an estimated $952 sold.

Blue Bell Private Wealth Management first reported a position in JETS in Q2 2022 and held it in 7 quarters. The position peaked at $1.07K in Q2 2023. 194 funds tracked by Wall St. Rank hold JETS as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining US Global Jets ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 US Global Jets ETF shares in Q1 2024, an estimated $952.
Blue Bell Private Wealth Management first reported a position in US Global Jets ETF in Q2 2022 and held it in 7 quarters.
Blue Bell Private Wealth Management's US Global Jets ETF position peaked at $1.07K in Q2 2023.
194 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.