TAWMCUSGROWTH - AEG241BG0
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | History | Reduced | 234,206 | 1,601 | 0.16% | 0.16% | 1 | -926 | -0.39% | Q4 2025 | Jan 20, 2026 |