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Capital Wealth Planning’s US Global Jets ETF JETS Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-11,350
Closed -$274K – 131
2021
Q2 		$274K Hold
11,350
– – 0.01% 106
2021
Q1 		$305K Hold
11,350
– – 0.01% 98
2020
Q4 		$253K Buy
+11,350
New +$229K 0.01% 94

Other funds holding JETS

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital Wealth Planning's JETS Position: Q3 2021 in Review

Capital Wealth Planning sold out of US Global Jets ETF (JETS) in Q3 2021, closing a stake of 11,350 shares — an estimated $274K sold.

Capital Wealth Planning first reported a position in JETS in Q4 2020 and held it in 3 quarters. The position peaked at $305K in Q1 2021. 297 funds tracked by Wall St. Rank hold JETS as of Q3 2021.

  • Capital Wealth Planning reported no remaining US Global Jets ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 11,350 US Global Jets ETF shares in Q3 2021, an estimated $274K.
  • Capital Wealth Planning first reported a position in US Global Jets ETF in Q4 2020 and held it in 3 quarters.
  • Capital Wealth Planning's US Global Jets ETF position peaked at $305K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.