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Summit Wealth & Retirement Planning’s US Global Jets ETF JETS Stock Holding History

Summit Wealth & Retirement Planning’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
-19,399
Closed -$361K – 81
2023
Q1 		$361K Sell
19,399
-19,367
-50% -$374K 0.14% 69
2022
Q4 		$662K Buy
+38,766
New +$676K 0.27% 47

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

Summit Wealth & Retirement Planning's JETS Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of US Global Jets ETF (JETS) in Q2 2023, closing a stake of 19,399 shares — an estimated $361K sold.

Summit Wealth & Retirement Planning first reported a position in JETS in Q4 2022 and held it in 2 quarters. The position peaked at $662K in Q4 2022. 232 funds tracked by Wall St. Rank hold JETS as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining US Global Jets ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 19,399 US Global Jets ETF shares in Q2 2023, an estimated $361K.
  • Summit Wealth & Retirement Planning first reported a position in US Global Jets ETF in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's US Global Jets ETF position peaked at $662K in Q4 2022.
  • 232 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.