JWM
Jackson Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
31,321
-1,051
| -3% | -$74.8K | 0.24% | 71 |
|
|
2025
Q1 | $2.26M | Sell |
32,372
-91
| -0.3% | -$6.34K | 0.27% | 67 |
|
|
2024
Q4 | $2.13M | Buy |
32,463
+568
| +2% | +$37.3K | 0.24% | 73 |
|
|
2024
Q3 | $2.19M | Buy |
31,895
+15,787
| +98% | +$1.08M | 0.26% | 70 |
|
|
2024
Q2 | $935K | Sell |
16,108
-12,496
| -44% | -$725K | 0.2% | 78 |
|
|
2024
Q1 | $1.62M | Buy |
28,604
+6,353
| +29% | +$360K | 0.2% | 76 |
|
|
2023
Q4 | $1.21M | Sell |
22,251
-2,630
| -11% | -$143K | 0.16% | 82 |
|
|
2023
Q3 | $1.25M | Buy |
24,881
+13,674
| +122% | +$688K | 0.18% | 78 |
|
|
2023
Q2 | $1.24M | Buy |
11,207
+157
| +1% | +$17.4K | 0.18% | 74 |
|
|
2023
Q1 | $1.25M | Buy |
11,050
+967
| +10% | +$110K | 0.94% | 40 |
|
|
2022
Q4 | $1.17M | Sell |
10,083
-968
| -9% | -$113K | 0.43% | 59 |
|
|
2022
Q3 | $1.18M | Buy |
+11,051
| New | +$1.18M | 0.23% | 73 |
|