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EPG Wealth Management’s US Global Jets ETF JETS Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,640
Closed -$24K – 475
2020
Q1 		$24K Buy
+1,640
New +$42.5K 0.02% 376

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Jane Street
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
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SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EPG Wealth Management's JETS Position: Q2 2020 in Review

EPG Wealth Management sold out of US Global Jets ETF (JETS) in Q2 2020, closing a stake of 1,640 shares — an estimated $24K sold.

EPG Wealth Management first reported a position in JETS in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 155 funds tracked by Wall St. Rank hold JETS as of Q2 2020.

  • EPG Wealth Management reported no remaining US Global Jets ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,640 US Global Jets ETF shares in Q2 2020, an estimated $24K.
  • EPG Wealth Management first reported a position in US Global Jets ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's US Global Jets ETF position peaked at $24K in Q1 2020.
  • 155 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.