JWM
Jackson Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
6,107
+155
| +3% | +$19.9K | 0.09% | 97 |
|
|
2025
Q1 | $677K | Buy |
5,952
+460
| +8% | +$52.3K | 0.08% | 100 |
|
|
2024
Q4 | $678K | Buy |
+5,492
| New | +$678K | 0.08% | 101 |
|
|
2021
Q2 | – | Sell |
-90,083
| Closed | -$7.55M | – | 135 |
|
|
2021
Q1 | $7.55M | Buy |
+90,083
| New | +$7.55M | 1.13% | 23 |
|