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CarsonAllaria Wealth Management’s US Global Jets ETF JETS Stock Holding History

CarsonAllaria 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
2023
Q3 		– Sell
-437
Closed -$9.36K – 384
2023
Q2 		$9.36K Buy
+437
New +$8.21K 0.01% 224

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Bank of America
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YLHM
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Commonwealth Equity Services
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National Bank of Canada
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UBS Group
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QIM
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CarsonAllaria Wealth Management's JETS Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of US Global Jets ETF (JETS) in Q3 2023, closing a stake of 437 shares — an estimated $9.36K sold.

CarsonAllaria Wealth Management first reported a position in JETS in Q2 2023 and held it in 1 quarter. The position peaked at $9.36K in Q2 2023. 228 funds tracked by Wall St. Rank hold JETS as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining US Global Jets ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 437 US Global Jets ETF shares in Q3 2023, an estimated $9.36K.
  • CarsonAllaria Wealth Management first reported a position in US Global Jets ETF in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's US Global Jets ETF position peaked at $9.36K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.