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JFS Wealth Advisors’s BW LPG BWLP Stock Holding History

JFS Wealth Advisors’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523 Hold
30
– – ﹤0.01% 1948
2026
Q1 		$522 Sell
30
-66
-69% -$1.04K ﹤0.01% 1770
2025
Q4 		$1.26K Hold
96
– – ﹤0.01% 1664
2025
Q3 		$1.37K Hold
96
– – ﹤0.01% 1539
2025
Q2 		$1.14K Buy
96
+30
+45% +$319 ﹤0.01% 1543
2025
Q1 		$719 Hold
66
– – ﹤0.01% 1713
2024
Q4 		$750 Buy
66
+50
+313% +$645 ﹤0.01% 1726
2024
Q3 		$231 Buy
+16
New +$251 ﹤0.01% 1857

Other funds holding BWLP

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JFS Wealth Advisors's BWLP Position: Q2 2026 in Review

JFS Wealth Advisors held its BW LPG (BWLP) position steady in Q2 2026 at 30 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

JFS Wealth Advisors first reported a position in BWLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37K in Q3 2025. 17 funds tracked by Wall St. Rank hold BWLP as of Q2 2026.

  • JFS Wealth Advisors held 30 shares of BW LPG worth $523 as of Q2 2026.
  • JFS Wealth Advisors left its BW LPG share count unchanged in Q2 2026.
  • BW LPG made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1948 holding.
  • JFS Wealth Advisors first reported a position in BW LPG in Q3 2024 and has held it in 8 quarters since.
  • JFS Wealth Advisors's BW LPG position peaked at $1.37K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held BW LPG as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.