Mowery & Schoenfeld Wealth Management’s US Global Jets ETF JETS Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024 Q4	–	Sell	-670	Closed	-$13.9K	–	505
2024 Q3	$13.9K	Hold	670	–	–	0.02%	161
2024 Q2	$13.2K	Hold	670	–	–	0.02%	163
2024 Q1	$14.1K	Hold	670	–	–	0.03%	109
2023 Q4	$12.8K	Buy	+670	New	+$11.3K	0.03%	105

Other funds holding JETS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FFM

Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's JETS Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of US Global Jets ETF (JETS) in Q4 2024, closing a stake of 670 shares — an estimated $13.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in JETS in Q4 2023 and held it in 4 quarters. The position peaked at $14.1K in Q1 2024. 186 funds tracked by Wall St. Rank hold JETS as of Q4 2024.

Mowery & Schoenfeld Wealth Management reported no remaining US Global Jets ETF position as of Q4 2024 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 670 US Global Jets ETF shares in Q4 2024, an estimated $13.9K.
Mowery & Schoenfeld Wealth Management first reported a position in US Global Jets ETF in Q4 2023 and held it in 4 quarters.
Mowery & Schoenfeld Wealth Management's US Global Jets ETF position peaked at $14.1K in Q1 2024.
186 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.