Fortress Wealth Management’s JPMorgan International Growth ETF JIG Stock Holding History

Fortress Wealth Management’s Portfolio JIG Stock Details JIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60,971	Closed	-$3.54M	–	62
2023 Q1	$3.54M	Buy	60,971 +31,867	+109%	+$1.79M	2.48%	13
2022 Q4	$1.53M	Buy	29,104 +24,188	+492%	+$1.24M	1.27%	27
2022 Q3	$231K	Sell	4,916 -19,343	-80%	-$1.02M	0.23%	47
2022 Q2	$1.25M	Buy	+24,259	New	+$1.34M	1.18%	30

Other funds holding JIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Fortress Wealth Management's JIG Position: Q2 2023 in Review

Fortress Wealth Management sold out of JPMorgan International Growth ETF (JIG) in Q2 2023, closing a stake of 60,971 shares — an estimated $3.54M sold.

Fortress Wealth Management first reported a position in JIG in Q2 2022 and held it in 4 quarters. The position peaked at $3.54M in Q1 2023. 32 funds tracked by Wall St. Rank hold JIG as of Q2 2023.

Fortress Wealth Management reported no remaining JPMorgan International Growth ETF position as of Q2 2023 after selling out during the quarter.
Fortress Wealth Management sold 60,971 JPMorgan International Growth ETF shares in Q2 2023, an estimated $3.54M.
Fortress Wealth Management first reported a position in JPMorgan International Growth ETF in Q2 2022 and held it in 4 quarters.
Fortress Wealth Management's JPMorgan International Growth ETF position peaked at $3.54M in Q1 2023.
32 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q2 2023.

Based on Fortress Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.