Creative Planning’s iShares Global Utilities ETF JXI Stock Holding History

Creative Planning’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	$319K	Buy	3,751 +5	+0.1%	+$428	﹤0.01%	3518
2026 Q1	$323K	Hold	3,746	–	–	﹤0.01%	3365
2025 Q4	$295K	Buy	3,746 +337	+10%	+$26.9K	﹤0.01%	3253
2025 Q3	$265K	Buy	3,409 +409	+14%	+$30.8K	﹤0.01%	3247
2025 Q2	$221K	Hold	3,000	–	–	﹤0.01%	3151
2025 Q1	$207K	Buy	+3,000	New	+$199K	﹤0.01%	3041
2024 Q4	–	Sell	-3,000	Closed	-$212K	–	3641
2024 Q3	$212K	Buy	+3,000	New	+$196K	﹤0.01%	2788
2017 Q3	–	Sell	-3,122	Closed	-$153K	–	2834
2017 Q2	$153K	Buy	3,122 +3,092	+10,307%	+$153K	﹤0.01%	1680
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	4452
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	4444
2016 Q3	$1K	Sell	30 -75	-71%	-$3.63K	﹤0.01%	4395
2016 Q2	$5K	Hold	105	–	–	﹤0.01%	3649
2016 Q1	$5K	Hold	105	–	–	﹤0.01%	3587
2015 Q4	$5K	Sell	105 -500	-83%	-$22.4K	﹤0.01%	3675
2015 Q3	$27K	Buy	+605	New	+$27.2K	﹤0.01%	2498
2015 Q2	–	Sell	-605	Closed	-$28K	–	2089
2015 Q1	$28K	Hold	605	–	–	﹤0.01%	2451
2014 Q4	$30K	Buy	605 +500	+476%	+$24.5K	﹤0.01%	2343
2014 Q3	$5K	Hold	105	–	–	﹤0.01%	3293
2014 Q2	$5K	Hold	105	–	–	﹤0.01%	3218
2014 Q1	$5K	Buy	105 +75	+250%	+$3.4K	﹤0.01%	3084
2013 Q4	$1K	Hold	30	–	–	﹤0.01%	3211
2013 Q3	$1K	Sell	30 -65	-68%	-$2.81K	﹤0.01%	3089
2013 Q2	$4K	Buy	+95	New	+$4.22K	﹤0.01%	2622

Other funds holding JXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's JXI Position: Q2 2026 in Review

Creative Planning increased its iShares Global Utilities ETF (JXI) stake by 0.13% in Q2 2026, buying an estimated $428 and bringing the position to 3,751 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Creative Planning first reported a position in JXI in Q2 2013 and has held it in 23 quarters since. The position peaked at $323K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Creative Planning held 3,751 shares of iShares Global Utilities ETF worth $319K as of Q2 2026.
Creative Planning bought 5 iShares Global Utilities ETF shares in Q2 2026, an estimated $428.
iShares Global Utilities ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3518 holding.
Creative Planning first reported a position in iShares Global Utilities ETF in Q2 2013 and has held it in 23 quarters since.
Creative Planning's iShares Global Utilities ETF position peaked at $323K in Q1 2026.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.