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Encompass Wealth Advisors’s US Global Jets ETF JETS Stock Holding History

Encompass Wealth Advisors’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
Q1 		– Sell
-10,185
Closed -$215K – 361
2021
Q4 		$215K Hold
10,185
– – 0.05% 210
2021
Q3 		$240K Buy
10,185
+225
+2% +$5.19K 0.06% 202
2021
Q2 		$240K Buy
9,960
+1,060
+12% +$27.7K 0.06% 205
2021
Q1 		$227K Buy
+8,900
New +$218K 0.06% 204

Other funds holding JETS

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Encompass Wealth Advisors's JETS Position: Q1 2022 in Review

Encompass Wealth Advisors sold out of US Global Jets ETF (JETS) in Q1 2022, closing a stake of 10,185 shares — an estimated $215K sold.

Encompass Wealth Advisors first reported a position in JETS in Q1 2021 and held it in 4 quarters. The position peaked at $240K in Q3 2021. 289 funds tracked by Wall St. Rank hold JETS as of Q1 2022.

  • Encompass Wealth Advisors reported no remaining US Global Jets ETF position as of Q1 2022 after selling out during the quarter.
  • Encompass Wealth Advisors sold 10,185 US Global Jets ETF shares in Q1 2022, an estimated $215K.
  • Encompass Wealth Advisors first reported a position in US Global Jets ETF in Q1 2021 and held it in 4 quarters.
  • Encompass Wealth Advisors's US Global Jets ETF position peaked at $240K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2022.

Based on Encompass Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.