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Concord Wealth Partners’s US Global Jets ETF JETS Stock Holding History

Concord Wealth Partners’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
2024
Q2 		– Sell
-503
Closed -$10.6K – 889
2024
Q1 		$10.6K Hold
503
– – ﹤0.01% 567
2023
Q4 		$9.58K Hold
503
– – ﹤0.01% 571
2023
Q3 		$8.57K Hold
503
– – ﹤0.01% 640
2023
Q2 		$10.8K Sell
503
-50
-9% -$939 ﹤0.01% 593
2023
Q1 		$10.3K Sell
553
-604
-52% -$11.7K ﹤0.01% 590
2022
Q4 		$19.8K Buy
+1,157
New +$20.2K 0.01% 529
2022
Q3 		– Sell
-1,460
Closed -$24K – 662
2022
Q2 		$24K Hold
1,460
– – 0.01% 506
2022
Q1 		$32K Hold
1,460
– – 0.01% 521
2021
Q4 		$31K Buy
+1,460
New +$32.6K 0.01% 547

Other funds holding JETS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concord Wealth Partners's JETS Position: Q2 2024 in Review

Concord Wealth Partners sold out of US Global Jets ETF (JETS) in Q2 2024, closing a stake of 503 shares — an estimated $10.6K sold.

Concord Wealth Partners first reported a position in JETS in Q4 2021 and held it in 9 quarters. The position peaked at $32K in Q1 2022. 176 funds tracked by Wall St. Rank hold JETS as of Q2 2024.

  • Concord Wealth Partners reported no remaining US Global Jets ETF position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 503 US Global Jets ETF shares in Q2 2024, an estimated $10.6K.
  • Concord Wealth Partners first reported a position in US Global Jets ETF in Q4 2021 and held it in 9 quarters.
  • Concord Wealth Partners's US Global Jets ETF position peaked at $32K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.