United Capital Financial Advisors’s US Global Jets ETF JETS Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-11,855	Closed	-$280K	–	1226
2021 Q3	$280K	Sell	11,855 -6,067	-34%	-$140K	﹤0.01%	1035
2021 Q2	$433K	Sell	17,922 -3,500	-16%	-$91.4K	﹤0.01%	909
2021 Q1	$576K	Buy	21,422 +8,125	+61%	+$199K	﹤0.01%	816
2020 Q4	$298K	Sell	13,297 -260	-2%	-$5.24K	﹤0.01%	1002
2020 Q3	$229K	Buy	13,557 +300	+2%	+$5.09K	﹤0.01%	1037
2020 Q2	$221K	Buy	+13,257	New	+$201K	﹤0.01%	1073

Other funds holding JETS

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

United Capital Financial Advisors's JETS Position: Q4 2021 in Review

United Capital Financial Advisors sold out of US Global Jets ETF (JETS) in Q4 2021, closing a stake of 11,855 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in JETS in Q2 2020 and held it in 6 quarters. The position peaked at $576K in Q1 2021. 304 funds tracked by Wall St. Rank hold JETS as of Q4 2021.

United Capital Financial Advisors reported no remaining US Global Jets ETF position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 11,855 US Global Jets ETF shares in Q4 2021, an estimated $280K.
United Capital Financial Advisors first reported a position in US Global Jets ETF in Q2 2020 and held it in 6 quarters.
United Capital Financial Advisors's US Global Jets ETF position peaked at $576K in Q1 2021.
304 funds tracked by Wall St. Rank held US Global Jets ETF as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.