WealthPLAN Partners’s US Global Jets ETF JETS Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-940	Closed	-$20.1K	–	733
2023 Q2	$20.1K	Sell	940 -563	-37%	-$10.6K	﹤0.01%	677
2023 Q1	$28K	Buy	+1,503	New	+$29.1K	﹤0.01%	662
2017 Q2	–	Sell	-415	Closed	-$11.5K	–	310
2017 Q1	$11.5K	Buy	+415	New	+$11.8K	0.04%	250

Other funds holding JETS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

WealthPLAN Partners's JETS Position: Q3 2023 in Review

WealthPLAN Partners sold out of US Global Jets ETF (JETS) in Q3 2023, closing a stake of 940 shares — an estimated $20.1K sold.

WealthPLAN Partners first reported a position in JETS in Q1 2017 and held it in 3 quarters. The position peaked at $28K in Q1 2023. 229 funds tracked by Wall St. Rank hold JETS as of Q3 2023.

WealthPLAN Partners reported no remaining US Global Jets ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 940 US Global Jets ETF shares in Q3 2023, an estimated $20.1K.
WealthPLAN Partners first reported a position in US Global Jets ETF in Q1 2017 and held it in 3 quarters.
WealthPLAN Partners's US Global Jets ETF position peaked at $28K in Q1 2023.
229 funds tracked by Wall St. Rank held US Global Jets ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.