Strategic Investment Solutions’s iShares Global Utilities ETF JXI Stock Holding History

Strategic Investment Solutions’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	$201K	Buy	2,367 +1	+0%	+$86	0.05%	151
2026 Q1	$204K	Hold	2,366	–	–	0.05%	145
2025 Q4	$186K	Buy	2,366 +1	+0%	+$80	0.04%	137
2025 Q3	$184K	Hold	2,365	–	–	0.05%	140
2025 Q2	$174K	Buy	2,365 +101	+4%	+$7.21K	0.05%	132
2025 Q1	$156K	Hold	2,264	–	–	0.05%	120
2024 Q4	$145K	Sell	2,264 -179	-7%	-$12.2K	0.05%	115
2024 Q3	$173K	Buy	2,443 +100	+4%	+$6.52K	0.05%	104
2024 Q2	$138K	Buy	+2,343	New	+$143K	0.04%	113
2023 Q4	$143K	Sell	2,438 -150,904	-98%	-$8.48M	0.02%	253
2023 Q3	$8.95M	Buy	153,342 +150,412	+5,134%	+$8.78M	0.11%	100
2023 Q2	$173K	Hold	2,930	–	–	0.04%	157
2023 Q1	$177K	Buy	+2,930	New	+$174K	0.03%	194

Other funds holding JXI

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return