Private Advisor Group’s iShares Global Utilities ETF JXI Stock Holding History

Private Advisor 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	$1.18M	Buy	13,898 +967	+7%	+$82.8K	0.01%	1277
2026 Q1	$1.12M	Buy	12,931 +3,044	+31%	+$255K	0.01%	1351
2025 Q4	$778K	Buy	9,887 +1	+0%	+$80	﹤0.01%	1554
2025 Q3	$768K	Buy	9,886 +65	+0.7%	+$4.89K	﹤0.01%	1527
2025 Q2	$724K	Buy	+9,821	New	+$701K	﹤0.01%	1487
2020 Q3	–	Sell	-100	Closed	-$5K	–	2561
2020 Q2	$5K	Buy	+100	New	+$5.27K	﹤0.01%	3246
2014 Q4	–	Sell	-700	Closed	-$33K	–	1164
2014 Q3	$33K	Buy	+700	New	+$34K	﹤0.01%	1088

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

FDCDDQ

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

NAM

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

Private Advisor Group's JXI Position: Q2 2026 in Review

Private Advisor Group increased its iShares Global Utilities ETF (JXI) stake by 7.5% in Q2 2026, buying an estimated $82.8K and bringing the position to 13,898 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1277.

Private Advisor Group first reported a position in JXI in Q3 2014 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Private Advisor Group held 13,898 shares of iShares Global Utilities ETF worth $1.18M as of Q2 2026.
Private Advisor Group bought 967 iShares Global Utilities ETF shares in Q2 2026, an estimated $82.8K.
iShares Global Utilities ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1277 holding.
Private Advisor Group first reported a position in iShares Global Utilities ETF in Q3 2014 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.