Integrated Wealth Concepts’s iShares Global Utilities ETF JXI Stock Holding History

Integrated Wealth Concepts’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	$125K	Buy	+1,468	New	+$126K	﹤0.01%	2646

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

Integrated Wealth Concepts's JXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Global Utilities ETF (JXI) in Q2 2026: 1,468 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2646 among its holdings.

80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Integrated Wealth Concepts held 1,468 shares of iShares Global Utilities ETF worth $125K as of Q2 2026.
iShares Global Utilities ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Global Utilities ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2646 holding.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.