Beacon Pointe 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 | $4.46M | Buy |
71,269
+2,564
| +4% | +$160K | 0.05% | 332 |
|
|
2025
Q1 | $4.1M | Buy |
68,705
+63,831
| +1,310% | +$3.81M | 0.05% | 338 |
|
|
2024
Q4 | $302K | Sell |
4,874
-2,346
| -32% | -$146K | ﹤0.01% | 992 |
|
|
2024
Q3 | $441K | Sell |
7,220
-291
| -4% | -$17.8K | 0.01% | 884 |
|
|
2024
Q2 | $440K | Buy |
+7,511
| New | +$440K | 0.01% | 908 |
|