JFS Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

JFS Wealth Advisors’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48K	Hold	13	–	–	﹤0.01%	1698
2026 Q1	$2.15K	Buy	13 +7	+117%	+$1.23K	﹤0.01%	1482
2025 Q4	$1.09K	Buy	+6	New	+$1.02K	﹤0.01%	1688
2025 Q3	–	Sell	-7	Closed	-$1.56K	–	1929
2025 Q2	$1.56K	Sell	7 -6	-46%	-$1.32K	﹤0.01%	1457
2025 Q1	$2.81K	Buy	13 +2	+18%	+$420	﹤0.01%	1339
2024 Q4	$2.49K	Sell	11 -2	-15%	-$526	﹤0.01%	1389
2024 Q3	$3.33K	Buy	13 +3	+30%	+$703	﹤0.01%	1272
2024 Q2	$2.01K	Hold	10	–	–	﹤0.01%	1428
2024 Q1	$2.19K	Sell	10 -6	-38%	-$1.42K	﹤0.01%	1409
2023 Q4	$4.69K	Buy	16 +1	+7%	+$242	﹤0.01%	1084
2023 Q3	$3.21K	Sell	15 -1	-6%	-$242	﹤0.01%	1188
2023 Q2	$4.18K	Sell	16 -3	-16%	-$895	﹤0.01%	1083
2023 Q1	$7.43K	Buy	19 +3	+19%	+$1.06K	﹤0.01%	829
2022 Q4	$4.46K	Sell	16 -6	-27%	-$1.54K	﹤0.01%	1034
2022 Q3	$5K	Sell	22 -13	-37%	-$3.34K	﹤0.01%	989
2022 Q2	$9K	Buy	35 +12	+52%	+$3.28K	﹤0.01%	803
2022 Q1	$8K	Buy	23 +19	+475%	+$6.89K	﹤0.01%	874
2021 Q4	$2K	Buy	+4	New	+$1.58K	﹤0.01%	1109

Other funds holding MKTX

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return