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Epstein & White Financial’s US Global Jets ETF JETS Stock Holding History

Epstein & White Financial’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
2021
Q2 		$459K Hold
18,998
– – 0.12% 41
2021
Q1 		$511K Sell
18,998
-7,627
-29% -$187K 0.15% 37
2020
Q4 		$598K Hold
26,625
– – 0.18% 31
2020
Q3 		$450K Buy
26,625
+818
+3% +$13.9K 0.16% 31
2020
Q2 		$429K Buy
+25,807
New +$392K 0.16% 33

Other funds holding JETS

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Epstein & White Financial's JETS Position: Q2 2021 in Review

Epstein & White Financial held its US Global Jets ETF (JETS) position steady in Q2 2021 at 18,998 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #41.

Epstein & White Financial first reported a position in JETS in Q2 2020 and has held it in 5 quarters since. The position peaked at $598K in Q4 2020. 321 funds tracked by Wall St. Rank hold JETS as of Q2 2021.

  • Epstein & White Financial held 18,998 shares of US Global Jets ETF worth $459K as of Q2 2021.
  • Epstein & White Financial left its US Global Jets ETF share count unchanged in Q2 2021.
  • US Global Jets ETF made up 0.12% of Epstein & White Financial's portfolio in Q2 2021, its #41 holding.
  • Epstein & White Financial first reported a position in US Global Jets ETF in Q2 2020 and has held it in 5 quarters since.
  • Epstein & White Financial's US Global Jets ETF position peaked at $598K in Q4 2020.
  • 321 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.