Jackson Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 73,177 shares of QQQM stock, worth $16.1 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
73,177
Previous 65,987 10.9%
Holding current value
$16.1 Million
Previous $13.3 Million 16.2%
% of portfolio
2.41%
Previous 2.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$198.04 - $221.51 $1.42 Million - $1.59 Million
7,190 Added 10.9%
73,177 $15.4 Million
Q3 2024

Oct 22, 2024
BUY
$178.94 - $207.0 $5.32 Million - $6.16 Million
29,751 Added 82.1%
65,987 $13.3 Million
Q2 2024

Jul 01, 2024
SELL
$170.63 - $199.67 $4.9 Million - $5.74 Million
-28,745 Reduced 44.24%
36,236 $7.14 Million
Q1 2024

Jun 11, 2024
BUY
$163.11 - $183.59 $9.03 Million - $10.2 Million
55,392 Added 577.66%
64,981 $11.9 Million
Q4 2023

Feb 14, 2024
BUY
$141.26 - $169.35 $1.35 Million - $1.62 Million
9,589 New
9,589 $1.62 Million

Others Institutions Holding QQQM

# of Institutions
858
Shares Held
96.4M
Call Options Held
697K
Put Options Held
94.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email