Cetera Investment Advisers
JXI icon

Cetera Investment Advisers’s iShares Global Utilities ETF JXI Stock Holding History

Cetera Investment Advisers’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85M Sell
33,010
-470
-1% -$39.4K ﹤0.01% 1952
2025
Q4 		$2.63M Sell
33,480
-435
-1% -$34.7K ﹤0.01% 1980
2025
Q3 		$2.63M Buy
33,915
+22,831
+206% +$1.72M ﹤0.01% 1935
2025
Q2 		$818K Buy
11,084
+1,235
+13% +$88.2K ﹤0.01% 2557
2025
Q1 		$680K Sell
9,849
-135
-1% -$8.97K ﹤0.01% 2592
2024
Q4 		$640K Buy
9,984
+4
+0% +$272 ﹤0.01% 2488
2024
Q3 		$706K Buy
9,980
+22
+0.2% +$1.43K ﹤0.01% 2375
2024
Q2 		$596K Buy
9,958
+4,338
+77% +$265K ﹤0.01% 2458
2024
Q1 		$332K Buy
5,620
+525
+10% +$29.8K ﹤0.01% 2946
2023
Q4 		$298K Sell
5,095
-222
-4% -$12.5K ﹤0.01% 1789
2023
Q3 		$287K Sell
5,317
-151
-3% -$8.81K ﹤0.01% 1759
2023
Q2 		$327K Sell
5,468
-5,407
-50% -$329K ﹤0.01% 1686
2023
Q1 		$657K Buy
10,875
+3,828
+54% +$227K 0.01% 1261
2022
Q4 		$424K Buy
+7,047
New +$408K ﹤0.01% 1465
2022
Q3 		– Sell
-5,426
Closed -$326K – 1819
2022
Q2 		$326K Sell
5,426
-229
-4% -$14.5K 0.01% 1363
2022
Q1 		$372K Buy
5,655
+530
+10% +$33.1K 0.01% 1362
2021
Q4 		$332K Hold
5,125
– – ﹤0.01% 1437
2021
Q3 		$302K Hold
5,125
– – ﹤0.01% 1437
2021
Q2 		$305K Buy
5,125
+1,122
+28% +$69.5K ﹤0.01% 1409
2021
Q1 		$242K Hold
4,003
– – ﹤0.01% 1364
2020
Q4 		$240K Buy
+4,003
New +$238K ﹤0.01% 1370

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return