JFS Wealth Advisors’s Pearson PSO Stock Holding History

JFS Wealth Advisors’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15K	Hold	135	–	–	﹤0.01%	1588
2026 Q1	$1.77K	Sell	135 -129	-49%	-$1.68K	﹤0.01%	1541
2025 Q4	$3.71K	Hold	264	–	–	﹤0.01%	1355
2025 Q3	$3.74K	Hold	264	–	–	﹤0.01%	1226
2025 Q2	$3.94K	Hold	264	–	–	﹤0.01%	1166
2025 Q1	$4.23K	Hold	264	–	–	﹤0.01%	1180
2024 Q4	$4.26K	Hold	264	–	–	﹤0.01%	1188
2024 Q3	$3.58K	Hold	264	–	–	﹤0.01%	1241
2024 Q2	$3.29K	Sell	264 -8	-3%	-$99	﹤0.01%	1234
2024 Q1	$3.58K	Buy	272 +6	+2%	+$75	﹤0.01%	1231
2023 Q4	$3.27K	Buy	266 +20	+8%	+$233	﹤0.01%	1226
2023 Q3	$2.59K	Buy	246 +6	+3%	+$64	﹤0.01%	1259
2023 Q2	$2.52K	Hold	240	–	–	﹤0.01%	1301
2023 Q1	$2.51K	Sell	240 -39	-14%	-$422	﹤0.01%	1276
2022 Q4	$3.14K	Sell	279 -83	-23%	-$912	﹤0.01%	1191
2022 Q3	$3K	Buy	362 +139	+62%	+$1.38K	﹤0.01%	1223
2022 Q2	$2K	Buy	223 +65	+41%	+$627	﹤0.01%	1373
2022 Q1	$2K	Buy	158 +4	+3%	+$36	﹤0.01%	1474
2021 Q4	$1K	Buy	+154	New	+$1.32K	﹤0.01%	1521

Other funds holding PSO

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return