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Strategic Financial Concepts’s US Global Jets ETF JETS Stock Holding History

Strategic Financial Concepts’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
2023
Q2 		– Sell
-21,222
Closed -$395K – 261
2023
Q1 		$395K Buy
+21,222
New +$410K 0.16% 134

Other funds holding JETS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Concepts's JETS Position: Q2 2023 in Review

Strategic Financial Concepts sold out of US Global Jets ETF (JETS) in Q2 2023, closing a stake of 21,222 shares — an estimated $395K sold.

Strategic Financial Concepts first reported a position in JETS in Q1 2023 and held it in 1 quarter. The position peaked at $395K in Q1 2023. 232 funds tracked by Wall St. Rank hold JETS as of Q2 2023.

  • Strategic Financial Concepts reported no remaining US Global Jets ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,222 US Global Jets ETF shares in Q2 2023, an estimated $395K.
  • Strategic Financial Concepts first reported a position in US Global Jets ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's US Global Jets ETF position peaked at $395K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.