Brinker Capital Investments’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 | $5.55M | Buy |
88,760
+3,922
| +5% | +$245K | 0.05% | 362 |
|
|
2025
Q1 | $5.06M | Sell |
84,838
-7,645
| -8% | -$456K | 0.05% | 345 |
|
|
2024
Q4 | $5.74M | Sell |
92,483
-3,691
| -4% | -$229K | 0.06% | 292 |
|
|
2024
Q3 | $5.88M | Buy |
96,174
+17,150
| +22% | +$1.05M | 0.06% | 302 |
|
|
2024
Q2 | $4.63M | Buy |
79,024
+2,726
| +4% | +$160K | 0.05% | 332 |
|
|
2024
Q1 | $4.27M | Buy |
+76,298
| New | +$4.27M | 0.05% | 365 |
|