GoalVest Advisory’s US Global Jets ETF JETS Stock Holding History

GoalVest Advisory’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
2022 Q2	–	Sell	-1,215	Closed	-$26K	–	431
2022 Q1	$26K	Buy	+1,215	New	+$25.6K	0.01%	180
2021 Q2	$759K	Buy	31,385 +1,006	+3%	+$26.3K	0.47%	58
2021 Q1	$817K	Buy	+30,379	New	+$745K	0.61%	52

Other funds holding JETS

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GoalVest Advisory's JETS Position: Q2 2022 in Review

GoalVest Advisory sold out of US Global Jets ETF (JETS) in Q2 2022, closing a stake of 1,215 shares — an estimated $26K sold.

GoalVest Advisory first reported a position in JETS in Q1 2021 and held it in 3 quarters. The position peaked at $817K in Q1 2021. 278 funds tracked by Wall St. Rank hold JETS as of Q2 2022.

GoalVest Advisory reported no remaining US Global Jets ETF position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1,215 US Global Jets ETF shares in Q2 2022, an estimated $26K.
GoalVest Advisory first reported a position in US Global Jets ETF in Q1 2021 and held it in 3 quarters.
GoalVest Advisory's US Global Jets ETF position peaked at $817K in Q1 2021.
278 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.