JWM
Jackson Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Sell |
139,449
-634
| -0.5% | -$33K | 0.79% | 36 |
|
|
2025
Q1 | $6.45M | Sell |
140,083
-442
| -0.3% | -$20.3K | 0.78% | 36 |
|
|
2024
Q4 | $7.02M | Buy |
140,525
+376
| +0.3% | +$18.8K | 0.8% | 36 |
|
|
2024
Q3 | $6.66M | Buy |
140,149
+73,529
| +110% | +$3.49M | 0.8% | 36 |
|
|
2024
Q2 | $3.05M | Sell |
66,620
-67,643
| -50% | -$3.09M | 0.65% | 43 |
|
|
2024
Q1 | $5.66M | Sell |
134,263
-5,169
| -4% | -$218K | 0.71% | 38 |
|
|
2023
Q4 | $5.26M | Buy |
139,432
+4,668
| +3% | +$176K | 0.69% | 33 |
|
|
2023
Q3 | $4.58M | Buy |
134,764
+121,926
| +950% | +$4.14M | 0.65% | 36 |
|
|
2023
Q2 | $4.49M | Buy |
+12,838
| New | +$4.49M | 0.66% | 35 |
|
|
2022
Q1 | – | Sell |
-4,718
| Closed | -$1.74M | – | 133 |
|
|
2021
Q4 | $1.74M | Buy |
+4,718
| New | +$1.74M | 0.22% | 88 |
|
|
2021
Q1 | – | Sell |
-58,799
| Closed | -$16.8M | – | 153 |
|
|
2020
Q4 | $16.8M | Sell |
58,799
-654
| -1% | -$187K | 2.29% | 10 |
|
|
2020
Q3 | $15.6M | Sell |
59,453
-1,561
| -3% | -$409K | 2.33% | 10 |
|
|
2020
Q2 | $14.5M | Buy |
+61,014
| New | +$14.5M | 2.58% | 9 |
|