J.W. Cole Advisors’s iShares Global Utilities ETF JXI Stock Holding History

J.W. Cole 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
2026 Q2	$455K	Buy	+5,351	New	+$458K	0.01%	1057

Other funds holding JXI

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

J.W. Cole Advisors's JXI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Global Utilities ETF (JXI) in Q2 2026: 5,351 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #1057 among its holdings.

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

J.W. Cole Advisors held 5,351 shares of iShares Global Utilities ETF worth $455K as of Q2 2026.
iShares Global Utilities ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares Global Utilities ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1057 holding.
21 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.