Ameritas Advisory Services’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 | $2.08M | Sell |
33,200
-34,845
| -51% | -$2.18M | 0.11% | 183 |
|
|
2025
Q1 | $4.2M | Sell |
68,045
-37,642
| -36% | -$2.32M | 0.17% | 133 |
|
|
2024
Q4 | $6.56M | Buy |
105,687
+45,193
| +75% | +$2.8M | 0.23% | 88 |
|
|
2024
Q3 | $3.7M | Buy |
60,494
+2,352
| +4% | +$144K | 0.16% | 141 |
|
|
2024
Q2 | $3.4M | Buy |
58,142
+28,688
| +97% | +$1.68M | 0.13% | 162 |
|
|
2024
Q1 | $1.63M | Buy |
+29,454
| New | +$1.63M | 0.07% | 273 |
|
|
2023
Q4 | – | Sell |
-7,000
| Closed | -$352K | – | 762 |
|
|
2023
Q3 | $352K | Buy |
+7,000
| New | +$352K | 0.02% | 592 |
|