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Sax Wealth Advisors’s US Global Jets ETF JETS Stock Holding History

Sax Wealth Advisors’s Portfolio JETS Stock Details JETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,255
Closed -$260K – 379
2024
Q4 		$260K Sell
10,255
-578
-5% -$13.7K 0.02% 285
2024
Q3 		$224K Sell
10,833
-972
-8% -$18.3K 0.02% 261
2024
Q2 		$232K Hold
11,805
– – 0.02% 247
2024
Q1 		$248K Sell
11,805
-21,455
-65% -$418K 0.03% 161
2023
Q4 		$633K Sell
33,260
-6,500
-16% -$110K 0.1% 104
2023
Q3 		$677K Hold
39,760
– – 0.13% 88
2023
Q2 		$852K Sell
39,760
-1,350
-3% -$25.4K 0.17% 75
2023
Q1 		$766K Sell
41,110
-2,601
-6% -$50.3K 0.17% 77
2022
Q4 		$747K Sell
43,711
-9,893
-18% -$172K 0.17% 75
2022
Q3 		$805K Sell
53,604
-102,984
-66% -$1.79M 0.21% 67
2022
Q2 		$2.58M Sell
156,588
-27,027
-15% -$532K 0.66% 29
2022
Q1 		$4M Sell
183,615
-14,590
-7% -$308K 0.97% 23
2021
Q4 		$4.18M Buy
198,205
+24,970
+14% +$557K 0.87% 26
2021
Q3 		$4.09M Buy
173,235
+8,080
+5% +$186K 0.97% 26
2021
Q2 		$3.99M Buy
165,155
+23,143
+16% +$605K 1.37% 22
2021
Q1 		$3.82M Buy
142,012
+22,436
+19% +$550K 1.4% 18
2020
Q4 		$2.68M Buy
+119,576
New +$2.41M 1.23% 23

Other funds holding JETS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Sax Wealth Advisors's JETS Position: Q1 2025 in Review

Sax Wealth Advisors sold out of US Global Jets ETF (JETS) in Q1 2025, closing a stake of 10,255 shares — an estimated $260K sold.

Sax Wealth Advisors first reported a position in JETS in Q4 2020 and held it in 17 quarters. The position peaked at $4.18M in Q4 2021. 169 funds tracked by Wall St. Rank hold JETS as of Q1 2025.

  • Sax Wealth Advisors reported no remaining US Global Jets ETF position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 10,255 US Global Jets ETF shares in Q1 2025, an estimated $260K.
  • Sax Wealth Advisors first reported a position in US Global Jets ETF in Q4 2020 and held it in 17 quarters.
  • Sax Wealth Advisors's US Global Jets ETF position peaked at $4.18M in Q4 2021.
  • 169 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.