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Valley National Advisers’s iShares Global Utilities ETF JXI Stock Holding History

Valley National Advisers’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
2026
Q1 		– Sell
-13
Closed -$1K – 913
2025
Q4 		$1K Hold
13
– – ﹤0.01% 862
2025
Q3 		$1K Buy
+13
New +$978 ﹤0.01% 797

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Valley National Advisers's JXI Position: Q1 2026 in Review

Valley National Advisers sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 13 shares — an estimated $1K sold.

Valley National Advisers first reported a position in JXI in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q4 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Valley National Advisers reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Valley National Advisers sold 13 iShares Global Utilities ETF shares in Q1 2026, an estimated $1K.
  • Valley National Advisers first reported a position in iShares Global Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Valley National Advisers's iShares Global Utilities ETF position peaked at $1K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.