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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Kestra Advisory Services's JXI Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Global Utilities ETF (JXI) stake by 56% in Q2 2026, selling an estimated $2.48M and leaving 22,666 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1387.

Kestra Advisory Services first reported a position in JXI in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.46M in Q1 2026. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Kestra Advisory Services held 22,666 shares of iShares Global Utilities ETF worth $1.93M as of Q2 2026.
Kestra Advisory Services sold 28,939 iShares Global Utilities ETF shares in Q2 2026, an estimated $2.48M.
iShares Global Utilities ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1387 holding.
Kestra Advisory Services first reported a position in iShares Global Utilities ETF in Q4 2020 and has held it in 12 quarters since.
Kestra Advisory Services's iShares Global Utilities ETF position peaked at $4.46M in Q1 2026.
25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.