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Sound Income Strategies’s iShares Global Utilities ETF JXI Stock Holding History

Sound Income Strategies’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 		– Sell
-125
Closed -$10.9K – 1492
2026
Q1 		$10.9K Hold
125
– – ﹤0.01% 1461
2025
Q4 		$10K Buy
+125
New +$9.98K ﹤0.01% 1465

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sound Income Strategies's JXI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Utilities ETF (JXI) in Q2 2026, closing a stake of 125 shares — an estimated $10.9K sold.

Sound Income Strategies first reported a position in JXI in Q4 2025 and held it in 2 quarters. The position peaked at $10.9K in Q1 2026. 27 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 125 iShares Global Utilities ETF shares in Q2 2026, an estimated $10.9K.
  • Sound Income Strategies first reported a position in iShares Global Utilities ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares Global Utilities ETF position peaked at $10.9K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.