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Capital Analysts LLC’s iShares Global Utilities ETF JXI Stock Holding History

Capital Analysts LLC’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
Q1 		$19K Hold
220
– – ﹤0.01% 1139
2025
Q4 		$17K Hold
220
– – ﹤0.01% 1138
2025
Q3 		$17K Buy
+220
New +$16.5K ﹤0.01% 1106

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Analysts LLC's JXI Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 220 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Capital Analysts LLC first reported a position in JXI in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Capital Analysts LLC held 220 shares of iShares Global Utilities ETF worth $19K as of Q1 2026.
  • Capital Analysts LLC left its iShares Global Utilities ETF share count unchanged in Q1 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1139 holding.
  • Capital Analysts LLC first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.