Institute for Wealth Management’s US Global Jets ETF JETS Stock Holding History

Institute for Wealth Management’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
2026 Q2	$822K	Hold	24,753	–	–	0.07%	234
2026 Q1	$610K	Buy	24,753 +290	+1%	+$8.03K	0.07%	278
2025 Q4	$687K	Buy	24,463 +277	+1%	+$7.2K	0.07%	254
2025 Q3	$596K	Buy	24,186 +83	+0.3%	+$2.08K	0.06%	287
2025 Q2	$554K	Buy	24,103 +235	+1%	+$4.99K	0.06%	292
2025 Q1	$496K	Hold	23,868	–	–	0.06%	291
2024 Q4	$605K	Hold	23,868	–	–	0.08%	256
2024 Q3	$495K	Sell	23,868 -145	-0.6%	-$2.73K	0.06%	298
2024 Q2	$472K	Sell	24,013 -192	-0.8%	-$3.88K	0.06%	292
2024 Q1	$509K	Hold	24,205	–	–	0.07%	285
2023 Q4	$461K	Sell	24,205 -6,493	-21%	-$110K	0.07%	286
2023 Q3	$523K	Hold	30,698	–	–	0.09%	253
2023 Q2	$658K	Buy	30,698 +125	+0.4%	+$2.35K	0.11%	212
2023 Q1	$570K	Hold	30,573	–	–	0.11%	243
2022 Q4	$522K	Buy	30,573 +19,966	+188%	+$348K	0.11%	250
2022 Q3	$159K	Buy	+10,607	New	+$184K	0.04%	429

Other funds holding JETS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

Institute for Wealth Management's JETS Position: Q2 2026 in Review

Institute for Wealth Management held its US Global Jets ETF (JETS) position steady in Q2 2026 at 24,753 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #234.

Institute for Wealth Management first reported a position in JETS in Q3 2022 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold JETS as of Q2 2026.

Institute for Wealth Management held 24,753 shares of US Global Jets ETF worth $822K as of Q2 2026.
Institute for Wealth Management left its US Global Jets ETF share count unchanged in Q2 2026.
US Global Jets ETF made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #234 holding.
Institute for Wealth Management first reported a position in US Global Jets ETF in Q3 2022 and has held it in 16 quarters since.
177 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.