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

Valeo 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
Q2 		– Sell
-3,231
Closed -$87K – 1182
2021
Q1 		$87K Buy
3,231
+781
+32% +$19.2K ﹤0.01% 663
2020
Q4 		$55K Sell
2,450
-8,650
-78% -$174K ﹤0.01% 741
2020
Q3 		$188K Sell
11,100
-6,000
-35% -$102K 0.02% 343
2020
Q2 		$285K Buy
17,100
+14,000
+452% +$212K 0.03% 258
2020
Q1 		$47K Buy
+3,100
New +$80.4K 0.01% 629

Other funds holding JETS

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's JETS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of US Global Jets ETF (JETS) in Q2 2021, closing a stake of 3,231 shares — an estimated $87K sold.

Valeo Financial Advisors first reported a position in JETS in Q1 2020 and held it in 5 quarters. The position peaked at $285K in Q2 2020. 322 funds tracked by Wall St. Rank hold JETS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining US Global Jets ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,231 US Global Jets ETF shares in Q2 2021, an estimated $87K.
  • Valeo Financial Advisors first reported a position in US Global Jets ETF in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's US Global Jets ETF position peaked at $285K in Q2 2020.
  • 322 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.