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

Castle 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
2022
Q4 		– Sell
-1,100
Closed -$17K – 369
2022
Q3 		$17K Hold
1,100
– – 0.01% 353
2022
Q2 		$18K Buy
+1,100
New +$21.7K 0.01% 329

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Jane Street
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Castle Wealth Management's JETS Position: Q4 2022 in Review

Castle Wealth Management sold out of US Global Jets ETF (JETS) in Q4 2022, closing a stake of 1,100 shares — an estimated $17K sold.

Castle Wealth Management first reported a position in JETS in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 262 funds tracked by Wall St. Rank hold JETS as of Q4 2022.

  • Castle Wealth Management reported no remaining US Global Jets ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,100 US Global Jets ETF shares in Q4 2022, an estimated $17K.
  • Castle Wealth Management first reported a position in US Global Jets ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's US Global Jets ETF position peaked at $18K in Q2 2022.
  • 262 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.