Kestra Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History

Kestra Advisory Services’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 Q3	$3.88M	Buy	50,401 +27,735	+122%	+$2.29M	0.01%	1038
2026 Q2	$1.93M	Sell	22,666 -28,939	-56%	-$2.48M	0.01%	1387
2026 Q1	$4.46M	Buy	51,605 +33,882	+191%	+$2.84M	0.02%	862
2025 Q4	$1.39M	Buy	17,723 +587	+3%	+$46.9K	0.01%	1442
2025 Q3	$1.33M	Sell	17,136 -40,647	-70%	-$3.06M	0.01%	1397
2025 Q2	$4.26M	Buy	57,783 +40,332	+231%	+$2.88M	0.02%	715
2025 Q1	$1.21M	Sell	17,451 -44,768	-72%	-$2.97M	0.01%	1276
2024 Q4	$3.99M	Buy	62,219 +47,267	+316%	+$3.21M	0.02%	663
2024 Q3	$1.06M	Sell	14,952 -43,408	-74%	-$2.83M	0.01%	1294
2024 Q2	$851K	Buy	58,360 +36,258	+164%	+$2.21M	﹤0.01%	1420
2024 Q1	$1.31M	Buy	22,102 +14,766	+201%	+$838K	0.01%	1086
2023 Q4	$429K	Buy	+7,336	New	+$412K	﹤0.01%	1614
2021 Q1	–	Sell	-12,401	Closed	-$739K	–	1958
2020 Q4	$739K	Buy	+12,401	New	+$738K	0.01%	1013

Other funds holding JXI

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.71B AUM 60.42% 1-Year Est. Return

Kestra Advisory Services's JXI Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Global Utilities ETF (JXI) stake by 122% in Q3 2026, buying an estimated $2.29M and bringing the position to 50,401 shares worth $3.88M. The position accounts for 0.01% of the portfolio, ranked #1038.

Kestra Advisory Services first reported a position in JXI in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.46M in Q1 2026. 29 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

Kestra Advisory Services held 50,401 shares of iShares Global Utilities ETF worth $3.88M as of Q3 2026.
Kestra Advisory Services bought 27,735 iShares Global Utilities ETF shares in Q3 2026, an estimated $2.29M.
iShares Global Utilities ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1038 holding.
Kestra Advisory Services first reported a position in iShares Global Utilities ETF in Q4 2020 and has held it in 13 quarters since.
Kestra Advisory Services's iShares Global Utilities ETF position peaked at $4.46M in Q1 2026.
29 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.