JWM
Jackson Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
73,428
-207
| -0.3% | -$47K | 1.81% | 14 |
|
|
2025
Q1 | $14.2M | Buy |
73,635
+458
| +0.6% | +$88.4K | 1.73% | 15 |
|
|
2024
Q4 | $15.4M | Buy |
73,177
+7,190
| +11% | +$1.51M | 1.75% | 14 |
|
|
2024
Q3 | $13.3M | Buy |
65,987
+29,751
| +82% | +$5.98M | 1.58% | 15 |
|
|
2024
Q2 | $7.14M | Sell |
36,236
-28,745
| -44% | -$5.67M | 1.53% | 15 |
|
|
2024
Q1 | $11.9M | Buy |
64,981
+55,392
| +578% | +$10.1M | 1.48% | 14 |
|
|
2023
Q4 | $1.62M | Buy |
+9,589
| New | +$1.62M | 0.21% | 75 |
|