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Nova Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Nova Wealth Management’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 		$980K Buy
11,539
+3,327
+41% +$285K 0.54% 54
2026
Q1 		$709K Buy
8,212
+3,437
+72% +$288K 0.46% 69
2025
Q4 		$376K Buy
4,775
+523
+12% +$41.8K 0.26% 88
2025
Q3 		$330K Buy
4,252
+1,308
+44% +$98.4K 0.23% 96
2025
Q2 		$217K Buy
2,944
+406
+16% +$29K 0.16% 127
2025
Q1 		$175K Buy
2,538
+1,827
+257% +$121K 0.15% 125
2024
Q4 		$45.6K Buy
+711
New +$48.3K 0.04% 172

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Nova Wealth Management's JXI Position: Q2 2026 in Review

Nova Wealth Management increased its iShares Global Utilities ETF (JXI) stake by 41% in Q2 2026, buying an estimated $285K and bringing the position to 11,539 shares worth $980K. The position accounts for 0.54% of the portfolio, ranked #54.

Nova Wealth Management first reported a position in JXI in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Nova Wealth Management held 11,539 shares of iShares Global Utilities ETF worth $980K as of Q2 2026.
  • Nova Wealth Management bought 3,327 iShares Global Utilities ETF shares in Q2 2026, an estimated $285K.
  • iShares Global Utilities ETF made up 0.54% of Nova Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Nova Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.