Gladstone Institutional Advisory’s iShares Global Utilities ETF JXI Stock Holding History

Gladstone Institutional 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
2026 Q2	$406K	Buy	4,781 +2,182	+84%	+$187K	0.01%	656
2026 Q1	$224K	Buy	+2,599	New	+$218K	0.01%	767
2025 Q3	–	Sell	-3,894	Closed	-$287K	–	805
2025 Q2	$287K	Buy	+3,894	New	+$278K	0.01%	619
2024 Q3	–	Sell	-3,881	Closed	-$232K	–	707
2024 Q2	$232K	Sell	3,881 -925	-19%	-$56.4K	0.01%	595
2024 Q1	$284K	Buy	4,806 +784	+19%	+$44.5K	0.02%	540
2023 Q4	$235K	Sell	4,022 -775	-16%	-$43.6K	0.01%	583
2023 Q3	$259K	Buy	+4,797	New	+$280K	0.02%	520

Other funds holding JXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gladstone Institutional Advisory's JXI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Global Utilities ETF (JXI) stake by 84% in Q2 2026, buying an estimated $187K and bringing the position to 4,781 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #656.

Gladstone Institutional Advisory first reported a position in JXI in Q3 2023 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Gladstone Institutional Advisory held 4,781 shares of iShares Global Utilities ETF worth $406K as of Q2 2026.
Gladstone Institutional Advisory bought 2,182 iShares Global Utilities ETF shares in Q2 2026, an estimated $187K.
iShares Global Utilities ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #656 holding.
Gladstone Institutional Advisory first reported a position in iShares Global Utilities ETF in Q3 2023 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.