Capital Analysts LLC
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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
Q2 		$19K Hold
220
– – ﹤0.01% 1171
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

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
Federation des caisses Desjardins du Quebec
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
NTV Asset Management
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
HRT Financial
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

Capital Analysts LLC's JXI Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Global Utilities ETF (JXI) position steady in Q2 2026 at 220 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Capital Analysts LLC first reported a position in JXI in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Capital Analysts LLC held 220 shares of iShares Global Utilities ETF worth $19K as of Q2 2026.
  • Capital Analysts LLC left its iShares Global Utilities ETF share count unchanged in Q2 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1171 holding.
  • Capital Analysts LLC first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.