JWM
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Jackson Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Jackson Wealth Management’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,459
Closed -$200K – 174
2019
Q4 		$200K Buy
+4,459
New +$181K 0.03% 148

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Jackson Wealth Management's XT Position: Q1 2020 in Review

Jackson Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2020, closing a stake of 4,459 shares — an estimated $200K sold.

Jackson Wealth Management first reported a position in XT in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 129 funds tracked by Wall St. Rank hold XT as of Q1 2020.

  • Jackson Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 4,459 iShares Future Exponential Technologies ETF shares in Q1 2020, an estimated $200K.
  • Jackson Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 1 quarter.
  • Jackson Wealth Management's iShares Future Exponential Technologies ETF position peaked at $200K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.