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COWA LLC’s iShares Global Utilities ETF JXI Stock Holding History

COWA LLC’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
2024
Q3 		– Sell
-4,000
Closed -$239K – 132
2024
Q2 		$239K Buy
+4,000
New +$244K 0.13% 113

Other funds holding JXI

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

COWA LLC's JXI Position: Q3 2024 in Review

COWA LLC sold out of iShares Global Utilities ETF (JXI) in Q3 2024, closing a stake of 4,000 shares — an estimated $239K sold.

COWA LLC first reported a position in JXI in Q2 2024 and held it in 1 quarter. The position peaked at $239K in Q2 2024. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2024.

  • COWA LLC reported no remaining iShares Global Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • COWA LLC sold 4,000 iShares Global Utilities ETF shares in Q3 2024, an estimated $239K.
  • COWA LLC first reported a position in iShares Global Utilities ETF in Q2 2024 and held it in 1 quarter.
  • COWA LLC's iShares Global Utilities ETF position peaked at $239K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2024.

Based on COWA LLC's 13F filing for Q3 2024, filed 1 Nov 2024.