Brookstone Capital Management’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 | $7.75M | Sell |
123,919
-3,227
| -3% | -$202K | 0.1% | 223 |
|
|
2025
Q1 | $7.59M | Buy |
127,146
+30,873
| +32% | +$1.84M | 0.11% | 214 |
|
|
2024
Q4 | $5.97M | Buy |
96,273
+49,841
| +107% | +$3.09M | 0.09% | 233 |
|
|
2024
Q3 | $2.84M | Buy |
46,432
+7,284
| +19% | +$445K | 0.04% | 334 |
|
|
2024
Q2 | $2.31M | Buy |
39,148
+15,253
| +64% | +$901K | 0.04% | 351 |
|
|
2024
Q1 | $1.34M | Buy |
23,895
+18,605
| +352% | +$1.04M | 0.02% | 424 |
|
|
2023
Q4 | $280K | Buy |
+5,290
| New | +$280K | 0.01% | 741 |
|