WR Wealth Planners’s US Global Jets ETF JETS Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-101	Closed	-$2.12K	–	1190
2024 Q1	$2.12K	Buy	+101	New	+$1.97K	﹤0.01%	871
2023 Q4	–	Sell	-755	Closed	-$12.9K	–	538
2023 Q3	$12.9K	Hold	755	–	–	﹤0.01%	501
2023 Q2	$16.2K	Hold	755	–	–	0.01%	470
2023 Q1	$14.1K	Buy	755 +250	+50%	+$4.83K	0.01%	482
2022 Q4	$8.63K	Hold	505	–	–	0.01%	280
2022 Q3	$7.58K	Sell	505 -700	-58%	-$12.2K	0.01%	282
2022 Q2	$19.9K	Hold	1,205	–	–	0.01%	227
2022 Q1	$26.2K	Buy	+1,205	New	+$25.4K	0.02%	205

Other funds holding JETS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WR Wealth Planners's JETS Position: Q2 2024 in Review

WR Wealth Planners sold out of US Global Jets ETF (JETS) in Q2 2024, closing a stake of 101 shares — an estimated $2.12K sold.

WR Wealth Planners first reported a position in JETS in Q1 2022 and held it in 8 quarters. The position peaked at $26.2K in Q1 2022. 175 funds tracked by Wall St. Rank hold JETS as of Q2 2024.

WR Wealth Planners reported no remaining US Global Jets ETF position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 101 US Global Jets ETF shares in Q2 2024, an estimated $2.12K.
WR Wealth Planners first reported a position in US Global Jets ETF in Q1 2022 and held it in 8 quarters.
WR Wealth Planners's US Global Jets ETF position peaked at $26.2K in Q1 2022.
175 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.