ACA
Aspire Capital Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
189,205
+8,295
| +5% | +$519K | 3.27% | 9 |
|
|
2025
Q1 | $10.8M | Buy |
180,910
+35,498
| +24% | +$2.12M | 3.22% | 9 |
|
|
2024
Q4 | $9.02M | Buy |
145,412
+4,185
| +3% | +$260K | 2.58% | 11 |
|
|
2024
Q3 | $8.63M | Buy |
141,227
+2,145
| +2% | +$131K | 2.58% | 12 |
|
|
2024
Q2 | $8.14M | Buy |
139,082
+7,709
| +6% | +$451K | 2.66% | 12 |
|
|
2024
Q1 | $7.35M | Buy |
+131,373
| New | +$7.35M | 2.48% | 12 |
|