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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CX Institutional's JXI Position: Q2 2026 in Review

CX Institutional reduced its iShares Global Utilities ETF (JXI) stake by 13% in Q2 2026, selling an estimated $4.2K and leaving 317 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

CX Institutional first reported a position in JXI in Q1 2025 and has held it in 6 quarters since. The position peaked at $32K in Q1 2026. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

CX Institutional held 317 shares of iShares Global Utilities ETF worth $27K as of Q2 2026.
CX Institutional sold 49 iShares Global Utilities ETF shares in Q2 2026, an estimated $4.2K.
iShares Global Utilities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1100 holding.
CX Institutional first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 6 quarters since.
CX Institutional's iShares Global Utilities ETF position peaked at $32K in Q1 2026.
25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.