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Intercontinental Wealth Advisors’s US Global Jets ETF JETS Stock Holding History

Intercontinental Wealth Advisors’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
Q4 		– Sell
-13,240
Closed -$199K – 270
2022
Q3 		$199K Sell
13,240
-6,973
-34% -$121K 0.06% 259
2022
Q2 		$334K Sell
20,213
-221
-1% -$4.35K 0.09% 208
2022
Q1 		$445K Sell
20,434
-4,575
-18% -$96.6K 0.1% 191
2021
Q4 		$527K Buy
25,009
+4,029
+19% +$89.9K 0.11% 176
2021
Q3 		$496K Sell
20,980
-4,780
-19% -$110K 0.12% 165
2021
Q2 		$623K Buy
25,760
+467
+2% +$12.2K 0.12% 149
2021
Q1 		$681K Buy
25,293
+948
+4% +$23.3K 0.15% 117
2020
Q4 		$545K Buy
24,345
+6,646
+38% +$134K 0.13% 136
2020
Q3 		$299K Buy
17,699
+5,318
+43% +$90.3K 0.09% 161
2020
Q2 		$206K Buy
+12,381
New +$188K 0.07% 171

Other funds holding JETS

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Intercontinental Wealth Advisors's JETS Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of US Global Jets ETF (JETS) in Q4 2022, closing a stake of 13,240 shares — an estimated $199K sold.

Intercontinental Wealth Advisors first reported a position in JETS in Q2 2020 and held it in 10 quarters. The position peaked at $681K in Q1 2021. 262 funds tracked by Wall St. Rank hold JETS as of Q4 2022.

  • Intercontinental Wealth Advisors reported no remaining US Global Jets ETF position as of Q4 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 13,240 US Global Jets ETF shares in Q4 2022, an estimated $199K.
  • Intercontinental Wealth Advisors first reported a position in US Global Jets ETF in Q2 2020 and held it in 10 quarters.
  • Intercontinental Wealth Advisors's US Global Jets ETF position peaked at $681K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.