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Concourse Financial Group Securities’s iShares Global Utilities ETF JXI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-100
Closed -$6.55K – 1130
2024
Q4 		$6.55K Hold
100
– – ﹤0.01% 1816
2024
Q3 		$7.07K Hold
100
– – ﹤0.01% 1777
2024
Q2 		$5.99K Hold
100
– – ﹤0.01% 1826
2024
Q1 		$5.9K Hold
100
– – ﹤0.01% 1849
2023
Q4 		$5.84K Hold
100
– – ﹤0.01% 1810
2023
Q3 		$5.4K Hold
100
– – ﹤0.01% 1805
2023
Q2 		$5.98K Hold
100
– – ﹤0.01% 1797
2023
Q1 		$6.04K Hold
100
– – ﹤0.01% 1813
2022
Q4 		$6.02K Hold
100
– – ﹤0.01% 1803
2022
Q3 		$5K Hold
100
– – ﹤0.01% 1644
2022
Q2 		$6K Hold
100
– – ﹤0.01% 1808
2022
Q1 		$7K Hold
100
– – ﹤0.01% 1790
2021
Q4 		$6K Hold
100
– – ﹤0.01% 2001
2021
Q3 		$6K Hold
100
– – ﹤0.01% 2024
2021
Q2 		$6K Hold
100
– – ﹤0.01% 2011
2021
Q1 		$6K Hold
100
– – ﹤0.01% 1930
2020
Q4 		$6K Sell
100
-300
-75% -$17.9K ﹤0.01% 1862
2020
Q3 		$22K Hold
400
– – ﹤0.01% 1330
2020
Q2 		$21K Hold
400
– – ﹤0.01% 1284
2020
Q1 		$20K Buy
400
+300
+300% +$17.4K ﹤0.01% 1233
2019
Q4 		$6K Hold
100
– – ﹤0.01% 1576
2019
Q3 		$6K Hold
100
– – ﹤0.01% 1277
2019
Q2 		$5K Hold
100
– – ﹤0.01% 1735
2019
Q1 		$5K Hold
100
– – ﹤0.01% 1739
2018
Q4 		$4K Hold
100
– – ﹤0.01% 1741
2018
Q3 		$5K Buy
+100
New +$4.97K ﹤0.01% 1398

Other funds holding JXI

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Concourse Financial Group Securities's JXI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Global Utilities ETF (JXI) in Q1 2025, closing a stake of 100 shares — an estimated $6.55K sold.

Concourse Financial Group Securities first reported a position in JXI in Q3 2018 and held it in 26 quarters. The position peaked at $22K in Q3 2020. 55 funds tracked by Wall St. Rank hold JXI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Global Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 iShares Global Utilities ETF shares in Q1 2025, an estimated $6.55K.
  • Concourse Financial Group Securities first reported a position in iShares Global Utilities ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares Global Utilities ETF position peaked at $22K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.