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

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

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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. 80 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.
80 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.