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Clearstead Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-12,885
Closed -$1M – 3018
2025
Q3 		$1M Sell
12,885
-5,779
-31% -$435K 0.01% 462
2025
Q2 		$1.38M Buy
18,664
+10,564
+130% +$755K 0.02% 381
2025
Q1 		$560K Buy
+8,100
New +$538K 0.01% 545

Other funds holding JXI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Clearstead Advisors's JXI Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares Global Utilities ETF (JXI) in Q4 2025, closing a stake of 12,885 shares — an estimated $1M sold.

Clearstead Advisors first reported a position in JXI in Q1 2025 and held it in 3 quarters. The position peaked at $1.38M in Q2 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares Global Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 12,885 iShares Global Utilities ETF shares in Q4 2025, an estimated $1M.
  • Clearstead Advisors first reported a position in iShares Global Utilities ETF in Q1 2025 and held it in 3 quarters.
  • Clearstead Advisors's iShares Global Utilities ETF position peaked at $1.38M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.