CX Institutional’s iShares Global Utilities ETF JXI Stock Holding History

CX Institutional’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 Q3	$25K	Buy	324 +7	+2%	+$577	﹤0.01%	1181
2026 Q2	$27K	Sell	317 -49	-13%	-$4.2K	﹤0.01%	1100
2026 Q1	$32K	Buy	366 +35	+11%	+$2.94K	﹤0.01%	1040
2025 Q4	$26K	Buy	331 +24	+8%	+$1.92K	﹤0.01%	1074
2025 Q3	$24K	Sell	307 -11	-3%	-$827	﹤0.01%	1064
2025 Q2	$23K	Buy	318 +198	+165%	+$14.1K	﹤0.01%	944
2025 Q1	$8K	Buy	+120	New	+$7.97K	﹤0.01%	1034

Other funds holding JXI

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's JXI Position: Q3 2026 in Review

CX Institutional increased its iShares Global Utilities ETF (JXI) stake by 2.2% in Q3 2026, buying an estimated $577 and bringing the position to 324 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

CX Institutional first reported a position in JXI in Q1 2025 and has held it in 7 quarters since. The position peaked at $32K in Q1 2026. 9 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

CX Institutional held 324 shares of iShares Global Utilities ETF worth $25K as of Q3 2026.
CX Institutional bought 7 iShares Global Utilities ETF shares in Q3 2026, an estimated $577.
iShares Global Utilities ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1181 holding.
CX Institutional first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's iShares Global Utilities ETF position peaked at $32K in Q1 2026.
9 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.