NFSG
JXX

Newbridge Financial Services Group’s Janus Henderson Transformational Growth ETF JXX Stock Holding History

Newbridge Financial Services Group’s Portfolio JXX Stock Details JXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38,000
Closed -$1.06M – 1269
2025
Q4 		$1.06M Hold
38,000
– – 0.17% 105
2025
Q3 		$1.07M Buy
38,000
+19,000
+100% +$510K 0.16% 109
2025
Q2 		$491K Buy
+19,000
New +$435K 0.08% 186

Other funds holding JXX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VIP
Value Investment Professionals New York $119M AUM
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's JXX Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Janus Henderson Transformational Growth ETF (JXX) in Q1 2026, closing a stake of 38,000 shares — an estimated $1.06M sold.

Newbridge Financial Services Group first reported a position in JXX in Q2 2025 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 10 funds tracked by Wall St. Rank hold JXX as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Janus Henderson Transformational Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 38,000 Janus Henderson Transformational Growth ETF shares in Q1 2026, an estimated $1.06M.
  • Newbridge Financial Services Group first reported a position in Janus Henderson Transformational Growth ETF in Q2 2025 and held it in 3 quarters.
  • Newbridge Financial Services Group's Janus Henderson Transformational Growth ETF position peaked at $1.07M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Janus Henderson Transformational Growth ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.