Realta Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-85	Closed	-$5.09K	–	575
2024 Q2	$5.09K	Hold	85	–	–	﹤0.01%	719
2024 Q1	$5.02K	Buy	+85	New	+$4.83K	﹤0.01%	741
2023 Q4	–	Sell	-85	Closed	-$5.08K	–	637
2023 Q3	$5.08K	Hold	85	–	–	﹤0.01%	717
2023 Q2	$5.08K	Buy	+85	New	+$5.18K	﹤0.01%	769
2023 Q1	–	Sell	-85	Closed	-$5.11K	–	652
2022 Q4	$5.11K	Hold	85	–	–	﹤0.01%	771
2022 Q3	$5K	Buy	+85	New	+$5.26K	﹤0.01%	747

Other funds holding JXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Realta Investment Advisors's JXI Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Global Utilities ETF (JXI) in Q3 2024, closing a stake of 85 shares — an estimated $5.09K sold.

Realta Investment Advisors first reported a position in JXI in Q3 2022 and held it in 6 quarters. The position peaked at $5.11K in Q4 2022. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Global Utilities ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 85 iShares Global Utilities ETF shares in Q3 2024, an estimated $5.09K.
Realta Investment Advisors first reported a position in iShares Global Utilities ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's iShares Global Utilities ETF position peaked at $5.11K in Q4 2022.
54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.