Ancora Advisors’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 | $468K | Sell |
7,476
-363
| -5% | -$22.7K | 0.01% | 538 |
|
|
2025
Q1 | $468K | Sell |
7,839
-2,426
| -24% | -$145K | 0.01% | 528 |
|
|
2024
Q4 | $637K | Buy |
10,265
+7,248
| +240% | +$450K | 0.01% | 468 |
|
|
2024
Q3 | $184K | Buy |
3,017
+320
| +12% | +$19.6K | ﹤0.01% | 698 |
|
|
2024
Q2 | $158K | Sell |
2,697
-534
| -17% | -$31.3K | ﹤0.01% | 699 |
|
|
2024
Q1 | $181K | Buy |
+3,231
| New | +$181K | ﹤0.01% | 682 |
|