Aptus Capital 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 | $7.82K | Sell |
125
-159
| -56% | -$9.95K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $16.9K | Sell |
284
-79
| -22% | -$4.71K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $22.6K | Buy |
363
+238
| +190% | +$14.8K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $7.64K | Hold |
125
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $7.32K | Hold |
125
| – | – | ﹤0.01% | 1043 |
|
|
2024
Q1 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 1054 |
|