Buckingham Strategic Wealth’s US Global Jets ETF JETS Stock Holding History

Buckingham Strategic Wealth’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 Q3	–	Sell	-11,497	Closed	-$246K	–	698
2023 Q2	$246K	Buy	+11,497	New	+$216K	﹤0.01%	576
2022 Q3	–	Sell	-9,538	Closed	-$157K	–	624
2022 Q2	$157K	Buy	9,538 +160	+2%	+$3.15K	﹤0.01%	567
2022 Q1	$204K	Sell	9,378 -450	-5%	-$9.5K	﹤0.01%	566
2021 Q4	$207K	Sell	9,828 -4,905	-33%	-$109K	﹤0.01%	557
2021 Q3	$348K	Buy	14,733 +92	+0.6%	+$2.12K	0.01%	429
2021 Q2	$354K	Sell	14,641 -682	-4%	-$17.8K	0.01%	430
2021 Q1	$412K	Buy	15,323 +2,568	+20%	+$63K	0.02%	369
2020 Q4	$285K	Buy	12,755 +250	+2%	+$5.04K	0.02%	429
2020 Q3	$211K	Hold	12,505	–	–	0.02%	445
2020 Q2	$208K	Buy	+12,505	New	+$190K	0.02%	373

Other funds holding JETS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YLHM

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Buckingham Strategic Wealth's JETS Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of US Global Jets ETF (JETS) in Q3 2023, closing a stake of 11,497 shares — an estimated $246K sold.

Buckingham Strategic Wealth first reported a position in JETS in Q2 2020 and held it in 10 quarters. The position peaked at $412K in Q1 2021. 228 funds tracked by Wall St. Rank hold JETS as of Q3 2023.

Buckingham Strategic Wealth reported no remaining US Global Jets ETF position as of Q3 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 11,497 US Global Jets ETF shares in Q3 2023, an estimated $246K.
Buckingham Strategic Wealth first reported a position in US Global Jets ETF in Q2 2020 and held it in 10 quarters.
Buckingham Strategic Wealth's US Global Jets ETF position peaked at $412K in Q1 2021.
228 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.