West Branch Capital’s US Global Jets ETF JETS Stock Holding History

West Branch Capital’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 Q2	–	Sell	-7	Closed	-$132	–	460
2023 Q1	$132	Buy	7 +2	+40%	+$39	﹤0.01%	450
2022 Q4	$86	Hold	5	–	–	﹤0.01%	449
2022 Q3	$0	Hold	5	–	–	﹤0.01%	457
2022 Q2	$0	Hold	5	–	–	﹤0.01%	440
2022 Q1	$0	Hold	5	–	–	﹤0.01%	449
2021 Q4	$0	Hold	5	–	–	﹤0.01%	466
2021 Q3	$0	Hold	5	–	–	﹤0.01%	442
2021 Q2	$0	Buy	+5	New	+$131	﹤0.01%	444

Other funds holding JETS

Jane Street New York $1.21T AUM 78.12% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

West Branch Capital's JETS Position: Q2 2023 in Review

West Branch Capital sold out of US Global Jets ETF (JETS) in Q2 2023, closing a stake of 7 shares — an estimated $132 sold.

West Branch Capital first reported a position in JETS in Q2 2021 and held it in 8 quarters. The position peaked at $132 in Q1 2023. 233 funds tracked by Wall St. Rank hold JETS as of Q2 2023.

West Branch Capital reported no remaining US Global Jets ETF position as of Q2 2023 after selling out during the quarter.
West Branch Capital sold 7 US Global Jets ETF shares in Q2 2023, an estimated $132.
West Branch Capital first reported a position in US Global Jets ETF in Q2 2021 and held it in 8 quarters.
West Branch Capital's US Global Jets ETF position peaked at $132 in Q1 2023.
233 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.