Jackson Financial Management

Q4 2019 13F Holdings

  • Location
    costa mesa, CA
  • Num holdings

    43

  • Value ($000)

    $193,677

  • Date Filed
    01/17/2020
  • Form type
    13F-HR
  • CIK
    0001730475
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2019 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
POWA
POWA

INVESCO EXCH TRD SLF IDX FD

DEFENSIVE EQTY
$20.01M
10 %

359,127

GQ9
GQ9

SPDR GOLD TRUST

GOLD SHS
$14.71M
8 %

102,945

GSY
GSY

INVESCO ACTIVELY MANAGD ETF

ULTRA SHRT DUR
$14.11M
7 %

279,981

RSPS
RSPS

INVESCO EXCHANGE TRADED FD T

S&P500 EQL STP
$14.07M
7 %

96,434

IHF
IHF

ISHARES TR

US HLTHCR PR ETF
$13.86M
7 %

69,037

XMLV
XMLV

INVESCO EXCHNG TRADED FD TR

S&P MIDCP LOW
$12.09M
6 %

224,757

ITA
ITA

ISHARES TR

US AER DEF ETF
$12.05M
6 %

54,270

BSCK
BSCK

INVESCO EXCH TRD SLF IDX FD

BULSHS 2020 CB
$9.36M
5 %

439,402

IHI
IHI

ISHARES TR

U.S. MED DVC ETF
$8.97M
5 %

33,920

KYN
KYN

KAYNE ANDERSN MLP MIDS INVT

COM
$8.34M
4 %

598,722

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