Apollon Wealth Management’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
$3.68M Sell
58,795
-1,735
-3% -$109K 0.07% 234
2025
Q1
$3.61M Buy
60,530
+2,379
+4% +$142K 0.08% 223
2024
Q4
$3.61M Buy
58,151
+37,916
+187% +$2.35M 0.08% 221
2024
Q3
$1.24M Buy
+20,235
New +$1.24M 0.04% 418