Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Global Consumer Staples ETF KXI Stock Holding History

Janney Montgomery Scott’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Hold
3,189
– – ﹤0.01% 2596
2025
Q4 		$206K Sell
3,189
-30
-0.9% -$1.94K ﹤0.01% 2792
2025
Q3 		$207K Sell
3,219
-1,031
-24% -$67.4K ﹤0.01% 2719
2025
Q2 		$278K Buy
4,250
+719
+20% +$47.1K ﹤0.01% 2383
2025
Q1 		$226K Sell
3,531
-13
-0.4% -$807 ﹤0.01% 2471
2024
Q4 		$214K Buy
3,544
+222
+7% +$14K ﹤0.01% 2518
2024
Q3 		$218K Sell
3,322
-2,883
-46% -$183K ﹤0.01% 2474
2024
Q2 		$373K Sell
6,205
-80
-1% -$4.86K ﹤0.01% 2086
2024
Q1 		$384K Buy
6,285
+2,768
+79% +$165K ﹤0.01% 2175
2023
Q4 		$209K Sell
3,517
-4,499
-56% -$259K ﹤0.01% 2439
2023
Q3 		$457K Sell
8,016
-10,641
-57% -$641K ﹤0.01% 1821
2023
Q2 		$1.14M Sell
18,657
-794
-4% -$49.4K ﹤0.01% 1347
2023
Q1 		$1.21M Sell
19,451
-9,459
-33% -$566K ﹤0.01% 1222
2022
Q4 		$1.72M Buy
28,910
+21,382
+284% +$1.24M 0.01% 1090
2022
Q3 		$404K Buy
7,528
+4,015
+114% +$235K ﹤0.01% 1826
2022
Q2 		$203K Sell
3,513
-97
-3% -$5.87K ﹤0.01% 2140
2022
Q1 		$224K Sell
3,610
-84
-2% -$5.24K ﹤0.01% 2026
2021
Q4 		$239K Buy
3,694
+139
+4% +$8.63K ﹤0.01% 2144
2021
Q3 		$213K Sell
3,555
-773
-18% -$47.7K ﹤0.01% 2135
2021
Q2 		$265K Buy
4,328
+258
+6% +$15.7K ﹤0.01% 1986
2021
Q1 		$236K Buy
+4,070
New +$231K ﹤0.01% 1982

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott's KXI Position: Q1 2026 in Review

Janney Montgomery Scott held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 3,189 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Janney Montgomery Scott first reported a position in KXI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2022. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Janney Montgomery Scott held 3,189 shares of iShares Global Consumer Staples ETF worth $214K as of Q1 2026.
  • Janney Montgomery Scott left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2596 holding.
  • Janney Montgomery Scott first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and has held it in 21 quarters since.
  • Janney Montgomery Scott's iShares Global Consumer Staples ETF position peaked at $1.72M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.