Allen Capital Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
12,805
-24
| -0.2% | -$1.5K | 0.08% | 139 |
|
|
2025
Q1 | $766K | Buy |
12,829
+7,393
| +136% | +$441K | 0.09% | 128 |
|
|
2024
Q4 | $337K | Buy |
5,436
+684
| +14% | +$42.4K | 0.04% | 187 |
|
|
2024
Q3 | $291K | Sell |
4,752
-49
| -1% | -$3K | 0.04% | 190 |
|
|
2024
Q2 | $281K | Buy |
4,801
+365
| +8% | +$21.4K | 0.04% | 181 |
|
|
2024
Q1 | $248K | Buy |
+4,436
| New | +$248K | 0.03% | 184 |
|