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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

Other funds holding JETS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

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. 229 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.
  • 229 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.