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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

JXN holding history

Jackson Financial Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JXN overviewAll 13F holders of JXNFull Q2 2026 holdings

Shares (Q2 2026)
326
Value
$33.4K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of JXN by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026326$33.4K<0.1%+326NewHolders
Q1 20260$00.0%−97−100.0%Sold outHolders
Q4 202597$10.3K<0.1%−90−48.1%ReducedHolders
Q3 2025187$18.9K<0.1%+97+107.8%AddedHolders
Q2 202590$7.99K<0.1%+90NewHolders