Allworth Financial’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 | $17.7K | Buy |
283
+282
| +28,200% | +$17.6K | ﹤0.01% | 2593 |
|
|
2025
Q1 | $59 | Hold |
1
| – | – | ﹤0.01% | 3960 |
|
|
2024
Q4 | $64 | Hold |
1
| – | – | ﹤0.01% | 3858 |
|
|
2024
Q3 | $62 | Hold |
1
| – | – | ﹤0.01% | 3672 |
|
|
2024
Q2 | $59 | Hold |
1
| – | – | ﹤0.01% | 3616 |
|
|
2024
Q1 | $56 | Hold |
1
| – | – | ﹤0.01% | 3530 |
|
|
2023
Q4 | $53 | Buy |
+1
| New | +$53 | ﹤0.01% | 3372 |
|