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Copia Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Copia Wealth Management’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
Q2 		– Sell
-63
Closed -$5.44K – 575
2026
Q1 		$5.44K Buy
+63
New +$5.28K ﹤0.01% 371

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Copia Wealth Management's JXI Position: Q2 2026 in Review

Copia Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q2 2026, closing a stake of 63 shares — an estimated $5.44K sold.

Copia Wealth Management first reported a position in JXI in Q1 2026 and held it in 1 quarter. The position peaked at $5.44K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Copia Wealth Management reported no remaining iShares Global Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Copia Wealth Management sold 63 iShares Global Utilities ETF shares in Q2 2026, an estimated $5.44K.
  • Copia Wealth Management first reported a position in iShares Global Utilities ETF in Q1 2026 and held it in 1 quarter.
  • Copia Wealth Management's iShares Global Utilities ETF position peaked at $5.44K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.