Avestar Capital’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 | $791K | Sell |
12,646
-15,134
| -54% | -$947K | 0.05% | 228 |
|
|
2025
Q1 | $1.66M | Buy |
27,780
+11,670
| +72% | +$696K | 0.14% | 109 |
|
|
2024
Q4 | $999K | Hold |
16,110
| – | – | 0.08% | 153 |
|
|
2024
Q3 | $985K | Buy |
+16,110
| New | +$985K | 0.1% | 147 |
|
|
2024
Q2 | – | Sell |
-35,560
| Closed | -$1.99M | – | 438 |
|
|
2024
Q1 | $1.99M | Buy |
+35,560
| New | +$1.99M | 0.21% | 78 |
|