IFP Advisors’s iShares Global Utilities ETF JXI Stock Holding History

IFP Advisors’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
2020 Q2	–	Sell	-450	Closed	-$23.7K	–	2843
2020 Q1	$23K	Hold	450	–	–	﹤0.01%	1429
2019 Q4	$26K	Hold	450	–	–	﹤0.01%	1514
2019 Q3	$26K	Buy	+450	New	+$25.1K	﹤0.01%	1647
2019 Q1	–	Sell	-100	Closed	-$5K	–	2902
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	2846
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	3208
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	3258
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	3176
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	3223
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	3396
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	3402
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3296
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	3396
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	3238
2016 Q2	$5K	Buy	+100	New	+$4.78K	﹤0.01%	3148
2016 Q1	–	Sell	-900	Closed	-$40K	–	2901
2015 Q4	$40K	Buy	+900	New	+$40.4K	﹤0.01%	1745

Other funds holding JXI

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

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

Citadel Advisors

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return