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Financial Services Advisory’s iShares Global Utilities ETF JXI Stock Holding History

Financial Services Advisory’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
2025
Q3 		– Sell
-10,600
Closed -$782K – 69
2025
Q2 		$782K Buy
+10,600
New +$757K 0.38% 34

Other funds holding JXI

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Services Advisory's JXI Position: Q3 2025 in Review

Financial Services Advisory sold out of iShares Global Utilities ETF (JXI) in Q3 2025, closing a stake of 10,600 shares — an estimated $782K sold.

Financial Services Advisory first reported a position in JXI in Q2 2025 and held it in 1 quarter. The position peaked at $782K in Q2 2025. 64 funds tracked by Wall St. Rank hold JXI as of Q3 2025.

  • Financial Services Advisory reported no remaining iShares Global Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Services Advisory sold 10,600 iShares Global Utilities ETF shares in Q3 2025, an estimated $782K.
  • Financial Services Advisory first reported a position in iShares Global Utilities ETF in Q2 2025 and held it in 1 quarter.
  • Financial Services Advisory's iShares Global Utilities ETF position peaked at $782K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2025.

Based on Financial Services Advisory's 13F filing for Q3 2025, filed 4 Nov 2025.