Mariner’s iShares Global Utilities ETF JXI Stock Holding History

Mariner’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
2023 Q1	–	Sell	-11,265	Closed	-$678K	–	2835
2022 Q4	$678K	Buy	+11,265	New	+$653K	﹤0.01%	1461

Other funds holding JXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Mariner's JXI Position: Q1 2023 in Review

Mariner sold out of iShares Global Utilities ETF (JXI) in Q1 2023, closing a stake of 11,265 shares — an estimated $678K sold.

Mariner first reported a position in JXI in Q4 2022 and held it in 1 quarter. The position peaked at $678K in Q4 2022. 59 funds tracked by Wall St. Rank hold JXI as of Q1 2023.

Mariner reported no remaining iShares Global Utilities ETF position as of Q1 2023 after selling out during the quarter.
Mariner sold 11,265 iShares Global Utilities ETF shares in Q1 2023, an estimated $678K.
Mariner first reported a position in iShares Global Utilities ETF in Q4 2022 and held it in 1 quarter.
Mariner's iShares Global Utilities ETF position peaked at $678K in Q4 2022.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2023.

Based on Mariner's 13F filing for Q1 2023, filed 15 May 2023.