AA
Aire Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Buy |
136,356
+9,946
| +8% | +$622K | 1.65% | 17 |
|
|
2025
Q1 | $7.54M | Buy |
126,410
+12,465
| +11% | +$744K | 1.59% | 17 |
|
|
2024
Q4 | $7.07M | Buy |
113,945
+19,488
| +21% | +$1.21M | 1.46% | 18 |
|
|
2024
Q3 | $5.78M | Buy |
94,457
+14,936
| +19% | +$913K | 1.28% | 21 |
|
|
2024
Q2 | $4.83M | Buy |
+79,521
| New | +$4.83M | 1.1% | 27 |
|