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BOLTON SECURITIES CORPORATION’s iShares Global Utilities ETF JXI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$225K Buy
2,921
+190
+7% +$15.7K 0.01% 853
2026
Q2 		$232K Buy
2,731
+98
+4% +$8.4K 0.01% 855
2026
Q1 		$227K Buy
+2,633
New +$221K 0.01% 775
2025
Q3 		$213K Buy
+2,747
New +$207K 0.01% 727
2025
Q1 		$185K Buy
+2,683
New +$178K 0.01% 709

Other funds holding JXI

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Solstein Capital
Solstein Capital Menlo Park, California $284M AUM 20.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JXI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Global Utilities ETF (JXI) stake by 7% in Q3 2026, buying an estimated $15.7K and bringing the position to 2,921 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #853.

BOLTON SECURITIES CORPORATION first reported a position in JXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $232K in Q2 2026. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,921 shares of iShares Global Utilities ETF worth $225K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 190 iShares Global Utilities ETF shares in Q3 2026, an estimated $15.7K.
  • iShares Global Utilities ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #853 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Global Utilities ETF position peaked at $232K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.