Argent 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
2024
Q1
Sell
-50,201
Closed -$2.65M 140
2023
Q4
$2.65M Buy
+50,201
New +$2.65M 1.16% 17