Steward Partners Investment Advisory’s iShares Global Utilities ETF JXI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$693K	Buy	8,025 +149	+2%	+$12.5K	﹤0.01%	1352
2025 Q4	$619K	Buy	7,876 +630	+9%	+$50.3K	﹤0.01%	1301
2025 Q3	$563K	Buy	+7,246	New	+$545K	﹤0.01%	1308
2021 Q2	–	Sell	-4,455	Closed	-$270K	–	7254
2021 Q1	$270K	Buy	+4,455	New	+$264K	﹤0.01%	1150

Other funds holding JXI

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's JXI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Utilities ETF (JXI) stake by 1.9% in Q1 2026, buying an estimated $12.5K and bringing the position to 8,025 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Steward Partners Investment Advisory first reported a position in JXI in Q1 2021 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

Steward Partners Investment Advisory held 8,025 shares of iShares Global Utilities ETF worth $693K as of Q1 2026.
Steward Partners Investment Advisory bought 149 iShares Global Utilities ETF shares in Q1 2026, an estimated $12.5K.
iShares Global Utilities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1352 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Utilities ETF in Q1 2021 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.