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Newbridge Financial Services Group’s iShares Global Utilities ETF JXI Stock Holding History

Newbridge Financial Services Group’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 		$63.7K Hold
750
– – 0.01% 431
2026
Q1 		$64.8K Hold
750
– – 0.01% 375
2025
Q4 		$59K Hold
750
– – 0.01% 401
2025
Q3 		$58.2K Hold
750
– – 0.01% 484
2025
Q2 		$55.3K Hold
750
– – 0.01% 486
2025
Q1 		$51.8K Hold
750
– – 0.01% 365
2024
Q4 		$48.1K Buy
+750
New +$51K 0.01% 413
2024
Q3 		– Sell
-750
Closed -$44.9K – 891
2024
Q2 		$44.9K Hold
750
– – 0.02% 397
2024
Q1 		$44.3K Hold
750
– – 0.02% 418
2023
Q4 		$43.8K Hold
750
– – 0.02% 422
2023
Q3 		$40.5K Hold
750
– – 0.02% 461
2023
Q2 		$44.8K Hold
750
– – 0.02% 486
2023
Q1 		$45.3K Hold
750
– – 0.02% 486
2022
Q4 		$45.1K Hold
750
– – 0.03% 492
2022
Q3 		$41K Hold
750
– – 0.02% 505
2022
Q2 		$45K Hold
750
– – 0.03% 424
2022
Q1 		$49K Hold
750
– – 0.02% 474
2021
Q4 		$49K Hold
750
– – 0.02% 466
2021
Q3 		$44K Hold
750
– – 0.03% 450
2021
Q2 		$45K Hold
750
– – 0.03% 476
2021
Q1 		$45K Hold
750
– – 0.03% 415
2020
Q4 		$45K Hold
750
– – 0.04% 355
2020
Q3 		$42K Buy
+750
New +$42.1K 0.04% 345

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Newbridge Financial Services Group's JXI Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Global Utilities ETF (JXI) position steady in Q2 2026 at 750 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #431.

Newbridge Financial Services Group first reported a position in JXI in Q3 2020 and has held it in 23 quarters since. The position peaked at $64.8K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Newbridge Financial Services Group held 750 shares of iShares Global Utilities ETF worth $63.7K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares Global Utilities ETF share count unchanged in Q2 2026.
  • iShares Global Utilities ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #431 holding.
  • Newbridge Financial Services Group first reported a position in iShares Global Utilities ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Global Utilities ETF position peaked at $64.8K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.