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

Cedar 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	-1,800	Closed	-$38.6K	–	299
2023 Q2	$38.6K	Hold	1,800	–	–	0.01%	170
2023 Q1	$33.5K	Hold	1,800	–	–	0.01%	180
2022 Q4	$30.7K	Hold	1,800	–	–	0.02%	173
2022 Q3	$27K	Sell	1,800 -18,289	-91%	-$318K	0.01%	201
2022 Q2	$331K	Hold	20,089	–	–	0.15%	84
2022 Q1	$437K	Buy	20,089 +18,289	+1,016%	+$386K	0.18%	80
2021 Q4	$38K	Hold	1,800	–	–	0.02%	202
2021 Q3	$43K	Hold	1,800	–	–	0.02%	169
2021 Q2	$44K	Hold	1,800	–	–	0.02%	177
2021 Q1	$48K	Hold	1,800	–	–	0.02%	153
2020 Q4	$40K	Hold	1,800	–	–	0.02%	148
2020 Q3	$30K	Hold	1,800	–	–	0.02%	151
2020 Q2	$30K	Hold	1,800	–	–	0.02%	147
2020 Q1	$27K	Buy	+1,800	New	+$46.7K	0.02%	145

Other funds holding JETS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Cedar Wealth Management's JETS Position: Q3 2023 in Review

Cedar Wealth Management sold out of US Global Jets ETF (JETS) in Q3 2023, closing a stake of 1,800 shares — an estimated $38.6K sold.

Cedar Wealth Management first reported a position in JETS in Q1 2020 and held it in 14 quarters. The position peaked at $437K in Q1 2022. 228 funds tracked by Wall St. Rank hold JETS as of Q3 2023.

Cedar Wealth Management reported no remaining US Global Jets ETF position as of Q3 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,800 US Global Jets ETF shares in Q3 2023, an estimated $38.6K.
Cedar Wealth Management first reported a position in US Global Jets ETF in Q1 2020 and held it in 14 quarters.
Cedar Wealth Management's US Global Jets ETF position peaked at $437K in Q1 2022.
228 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2023.

Based on Cedar Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.