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Strategic Wealth Investment Group’s US Global Jets ETF JETS Stock Holding History

Strategic Wealth Investment Group’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
2021
Q1 		– Sell
-45,007
Closed -$1.01M – 82
2020
Q4 		$1.01M Sell
45,007
-2,382
-5% -$48K 0.59% 42
2020
Q3 		$801K Buy
47,389
+10,487
+28% +$178K 0.6% 42
2020
Q2 		$614K Buy
+36,902
New +$560K 0.6% 40

Other funds holding JETS

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Strategic Wealth Investment Group's JETS Position: Q1 2021 in Review

Strategic Wealth Investment Group sold out of US Global Jets ETF (JETS) in Q1 2021, closing a stake of 45,007 shares — an estimated $1.01M sold.

Strategic Wealth Investment Group first reported a position in JETS in Q2 2020 and held it in 3 quarters. The position peaked at $1.01M in Q4 2020. 332 funds tracked by Wall St. Rank hold JETS as of Q1 2021.

  • Strategic Wealth Investment Group reported no remaining US Global Jets ETF position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 45,007 US Global Jets ETF shares in Q1 2021, an estimated $1.01M.
  • Strategic Wealth Investment Group first reported a position in US Global Jets ETF in Q2 2020 and held it in 3 quarters.
  • Strategic Wealth Investment Group's US Global Jets ETF position peaked at $1.01M in Q4 2020.
  • 332 funds tracked by Wall St. Rank held US Global Jets ETF as of Q1 2021.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2021, filed 22 Apr 2021.