Ausdal Financial Partners’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
$239K Sell
3,820
-32,370
-89% -$2.03M 0.02% 609
2025
Q1
$2.16M Buy
36,190
+5,612
+18% +$335K 0.16% 138
2024
Q4
$1.9M Buy
+30,578
New +$1.9M 0.16% 134