SWA
JETS icon

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

SOA 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
2024
Q1 		– Sell
-180
Closed -$3.42K – 918
2023
Q4 		$3.42K Buy
+180
New +$3.04K ﹤0.01% 640

Other funds holding JETS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOA Wealth Advisors's JETS Position: Q1 2024 in Review

SOA Wealth Advisors sold out of US Global Jets ETF (JETS) in Q1 2024, closing a stake of 180 shares — an estimated $3.42K sold.

SOA Wealth Advisors first reported a position in JETS in Q4 2023 and held it in 1 quarter. The position peaked at $3.42K in Q4 2023. 195 funds tracked by Wall St. Rank hold JETS as of Q1 2024.

  • SOA Wealth Advisors reported no remaining US Global Jets ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 180 US Global Jets ETF shares in Q1 2024, an estimated $3.42K.
  • SOA Wealth Advisors first reported a position in US Global Jets ETF in Q4 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's US Global Jets ETF position peaked at $3.42K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.