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

Financial Synergies 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
2024 Q2	–	Sell	-1,000	Closed	-$21K	–	262
2024 Q1	$21K	Hold	1,000	–	–	﹤0.01%	192
2023 Q4	$17.1K	Hold	1,000	–	–	﹤0.01%	148
2023 Q3	$17K	Hold	1,000	–	–	﹤0.01%	189
2023 Q2	$21.4K	Hold	1,000	–	–	﹤0.01%	160
2023 Q1	$18.6K	Hold	1,000	–	–	﹤0.01%	187
2022 Q4	$17.1K	Hold	1,000	–	–	﹤0.01%	148
2022 Q3	$15K	Buy	+1,000	New	+$17.4K	﹤0.01%	137

Other funds holding JETS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's JETS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of US Global Jets ETF (JETS) in Q2 2024, closing a stake of 1,000 shares — an estimated $21K sold.

Financial Synergies Wealth Advisors first reported a position in JETS in Q3 2022 and held it in 7 quarters. The position peaked at $21.4K in Q2 2023. 175 funds tracked by Wall St. Rank hold JETS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining US Global Jets ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,000 US Global Jets ETF shares in Q2 2024, an estimated $21K.
Financial Synergies Wealth Advisors first reported a position in US Global Jets ETF in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's US Global Jets ETF position peaked at $21.4K in Q2 2023.
175 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.