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Lake Street Private Wealth’s US Global Jets ETF JETS Stock Holding History

Lake Street Private Wealth’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
2022
Q4 		– Sell
-32,501
Closed -$488K – 288
2022
Q3 		$488K Buy
32,501
+319
+1% +$5.55K 0.11% 166
2022
Q2 		$531K Buy
32,182
+2,249
+8% +$44.3K 0.11% 161
2022
Q1 		$651K Sell
29,933
-2,361
-7% -$49.8K 0.12% 161
2021
Q4 		$681K Buy
32,294
+2,469
+8% +$55.1K 0.12% 167
2021
Q3 		$705K Buy
29,825
+5,428
+22% +$125K 0.17% 125
2021
Q2 		$601K Buy
24,397
+1,991
+9% +$52K 0.15% 129
2021
Q1 		$603K Buy
22,406
+7,756
+53% +$190K 0.17% 127
2020
Q4 		$328K Buy
14,650
+1,072
+8% +$21.6K 0.09% 159
2020
Q3 		$229K Buy
+13,578
New +$231K 0.08% 153

Other funds holding JETS

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Lake Street Private Wealth's JETS Position: Q4 2022 in Review

Lake Street Private Wealth sold out of US Global Jets ETF (JETS) in Q4 2022, closing a stake of 32,501 shares — an estimated $488K sold.

Lake Street Private Wealth first reported a position in JETS in Q3 2020 and held it in 9 quarters. The position peaked at $705K in Q3 2021. 262 funds tracked by Wall St. Rank hold JETS as of Q4 2022.

  • Lake Street Private Wealth reported no remaining US Global Jets ETF position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 32,501 US Global Jets ETF shares in Q4 2022, an estimated $488K.
  • Lake Street Private Wealth first reported a position in US Global Jets ETF in Q3 2020 and held it in 9 quarters.
  • Lake Street Private Wealth's US Global Jets ETF position peaked at $705K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.