High Net Worth Advisory Group’s iShares Global Utilities ETF JXI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-168	Closed	-$10.1K	–	396
2022 Q4	$10.1K	Hold	168	–	–	﹤0.01%	501
2022 Q3	$9K	Hold	168	–	–	﹤0.01%	544
2022 Q2	$10K	Hold	168	–	–	﹤0.01%	529
2022 Q1	$11K	Hold	168	–	–	﹤0.01%	521
2021 Q4	$11K	Buy	+168	New	+$10.4K	﹤0.01%	528

Other funds holding JXI

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

High Net Worth Advisory Group's JXI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Utilities ETF (JXI) in Q1 2023, closing a stake of 168 shares — an estimated $10.1K sold.

High Net Worth Advisory Group first reported a position in JXI in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 59 funds tracked by Wall St. Rank hold JXI as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Utilities ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 168 iShares Global Utilities ETF shares in Q1 2023, an estimated $10.1K.
High Net Worth Advisory Group first reported a position in iShares Global Utilities ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Utilities ETF position peaked at $11K in Q1 2022.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.