Avantax Advisory Services’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 | $4.02M | Sell |
64,210
-1,731
| -3% | -$108K | 0.02% | 527 |
|
|
2025
Q1 | $3.94M | Buy |
65,941
+21,744
| +49% | +$1.3M | 0.02% | 494 |
|
|
2024
Q4 | $2.74M | Buy |
44,197
+38,568
| +685% | +$2.39M | 0.02% | 586 |
|
|
2024
Q3 | $344K | Buy |
+5,629
| New | +$344K | ﹤0.01% | 1662 |
|
|
2024
Q2 | – | Sell |
-3,815
| Closed | -$214K | – | 2097 |
|
|
2024
Q1 | $214K | Buy |
+3,815
| New | +$214K | ﹤0.01% | 1510 |
|