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
2026 Q3	$719K	Buy	+9,352	New	+$771K	0.01%	643
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Clearstead Advisors's JXI Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares Global Utilities ETF (JXI) in Q3 2026: 9,352 shares worth $719K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JXI as recently as Q3 2025.

Clearstead Advisors first reported a position in JXI in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q2 2025. 34 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

Clearstead Advisors held 9,352 shares of iShares Global Utilities ETF worth $719K as of Q3 2026.
iShares Global Utilities ETF was a new Clearstead Advisors position in Q3 2026.
iShares Global Utilities ETF made up 0.01% of Clearstead Advisors's portfolio in Q3 2026, its #643 holding.
Clearstead Advisors first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 4 quarters since.
Clearstead Advisors's iShares Global Utilities ETF position peaked at $1.38M in Q2 2025.
34 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.