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Lebenthal Global Advisors’s US Global Jets ETF JETS Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-7,900
Closed -$176K – 342
2020
Q4 		$176K Buy
+7,900
New +$159K 0.12% 108

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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Lebenthal Global Advisors's JETS Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of US Global Jets ETF (JETS) in Q1 2021, closing a stake of 7,900 shares — an estimated $176K sold.

Lebenthal Global Advisors first reported a position in JETS in Q4 2020 and held it in 1 quarter. The position peaked at $176K in Q4 2020. 332 funds tracked by Wall St. Rank hold JETS as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining US Global Jets ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 7,900 US Global Jets ETF shares in Q1 2021, an estimated $176K.
  • Lebenthal Global Advisors first reported a position in US Global Jets ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's US Global Jets ETF position peaked at $176K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.