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Joseph P. Lucia & Associates’s US Global Jets ETF JETS Stock Holding History

Joseph P. Lucia & Associates’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
2024
Q2 		– Sell
-10,545
Closed -$222K – 127
2024
Q1 		$222K Sell
10,545
-8,494
-45% -$166K 0.12% 110
2023
Q4 		$362K Sell
19,039
-3,410
-15% -$57.6K 0.23% 84
2023
Q3 		$382K Sell
22,449
-6,006
-21% -$119K 0.27% 75
2023
Q2 		$610K Sell
28,455
-1,776
-6% -$33.4K 0.41% 62
2023
Q1 		$563K Sell
30,231
-820
-3% -$15.8K 0.39% 63
2022
Q4 		$530K Sell
31,051
-2,915
-9% -$50.8K 0.4% 62
2022
Q3 		$510K Sell
33,966
-1,870
-5% -$32.5K 0.4% 61
2022
Q2 		$591K Sell
35,836
-2,895
-7% -$57K 0.42% 58
2022
Q1 		$843K Sell
38,731
-624
-2% -$13.2K 0.51% 50
2021
Q4 		$830K Buy
39,355
+323
+0.8% +$7.21K 0.53% 51
2021
Q3 		$922K Sell
39,032
-2,423
-6% -$55.9K 0.55% 51
2021
Q2 		$1M Buy
41,455
+8,751
+27% +$229K 0.6% 52
2021
Q1 		$880K Buy
32,704
+17,419
+114% +$427K 0.39% 52
2020
Q4 		$342K Buy
+15,285
New +$308K 0.24% 84
2020
Q3 		– Sell
-90
Closed -$1K – 277
2020
Q2 		$1K Buy
+90
New +$1.37K ﹤0.01% 453

Other funds holding JETS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Joseph P. Lucia & Associates's JETS Position: Q2 2024 in Review

Joseph P. Lucia & Associates sold out of US Global Jets ETF (JETS) in Q2 2024, closing a stake of 10,545 shares — an estimated $222K sold.

Joseph P. Lucia & Associates first reported a position in JETS in Q2 2020 and held it in 15 quarters. The position peaked at $1M in Q2 2021. 175 funds tracked by Wall St. Rank hold JETS as of Q2 2024.

  • Joseph P. Lucia & Associates reported no remaining US Global Jets ETF position as of Q2 2024 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10,545 US Global Jets ETF shares in Q2 2024, an estimated $222K.
  • Joseph P. Lucia & Associates first reported a position in US Global Jets ETF in Q2 2020 and held it in 15 quarters.
  • Joseph P. Lucia & Associates's US Global Jets ETF position peaked at $1M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2024.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2024, filed 24 Jul 2024.