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Tucker Asset Management’s iShares Global Utilities ETF JXI Stock Holding History

Tucker Asset Management’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
2025
Q1 		– Sell
-10
Closed -$642 – 632
2024
Q4 		$642 Hold
10
– – ﹤0.01% 1387
2024
Q3 		$707 Buy
+10
New +$652 ﹤0.01% 1314

Other funds holding JXI

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tucker Asset Management's JXI Position: Q1 2025 in Review

Tucker Asset Management sold out of iShares Global Utilities ETF (JXI) in Q1 2025, closing a stake of 10 shares — an estimated $642 sold.

Tucker Asset Management first reported a position in JXI in Q3 2024 and held it in 2 quarters. The position peaked at $707 in Q3 2024. 55 funds tracked by Wall St. Rank hold JXI as of Q1 2025.

  • Tucker Asset Management reported no remaining iShares Global Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 10 iShares Global Utilities ETF shares in Q1 2025, an estimated $642.
  • Tucker Asset Management first reported a position in iShares Global Utilities ETF in Q3 2024 and held it in 2 quarters.
  • Tucker Asset Management's iShares Global Utilities ETF position peaked at $707 in Q3 2024.
  • 55 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.