Dougherty Wealth Advisers’s US Global Jets ETF JETS Stock Holding History

Dougherty Wealth Advisers’s Portfolio JETS Stock Details JETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-43	Closed	-$1K	–	137
2022 Q3	$1K	Buy	+43	New	+$748	﹤0.01%	129

Other funds holding JETS

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Dougherty Wealth Advisers's JETS Position: Q4 2022 in Review

Dougherty Wealth Advisers sold out of US Global Jets ETF (JETS) in Q4 2022, closing a stake of 43 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in JETS in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 263 funds tracked by Wall St. Rank hold JETS as of Q4 2022.

Dougherty Wealth Advisers reported no remaining US Global Jets ETF position as of Q4 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 43 US Global Jets ETF shares in Q4 2022, an estimated $1K.
Dougherty Wealth Advisers first reported a position in US Global Jets ETF in Q3 2022 and held it in 1 quarter.
Dougherty Wealth Advisers's US Global Jets ETF position peaked at $1K in Q3 2022.
263 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2022, filed 19 Jan 2023.